News & Press: Member Perks

Member Perks: Significant Savings on Tech Tools You Need

Tuesday, March 6, 2018  
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Information Technology: A Necessary Investment for any Business

“The Financial Planning Association provides various member benefits at a discounted price, including necessary IT tools to serve my clients. I use the REDTAIL CRM system, which integrates with eMoney Advisor, because I’m an FPA member, I receive a member’s discount. Visit the OneFPA site to see if there are any services that your practice can utilize.”

~ John J. Crosby, CFP®
Individual Financial Services, LLC

Information technology is a necessary investment for any business. FPA recognizes that, and in the cover story in March’s “Journal of Financial Planning” also underscores why the expense is worth it.

It’s required to build and maintain your business and protect your client information from cyber attacks. FPA has also partnered with numerous software and IT solutions companies to provide member discounts on Financial Planning Software. It’s a way to make the necessary investments to secure your client information, communicate effectively and provide services that will keep your firm growing. The cost of membership is paid for by such benefits, with many of these products costing hundreds of dollars less when you’re a member of the FPA.

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