Intelligence

Reviews.com is seeking financial experts to weigh in on Personal Finance Software.

Reviews.com is seeking experts for an upcoming review of the best Personal Finance Software. Specific questions we’d appreciate help with include: (1) What are the merits of using personal finance software? (2) Who is personal finance software best for? (3) What are the most important functions and / or features to look for in personal finance software? (4) Are there features that certain users should prioritize, based on their financial goals? (5) Can you offer any tips for using personal finance software successfully? (6) Any other thoughts? Requirements: Professionals working in personal finance, financial planning, and financial literacy are preferred (CFPs especially!)