Advisor Insights

The Benefits of Incorporating Password Management Into Financial Planning

Helen Modly, CFP, CPWA

By Helen Modly, CFP, CPWA, and Tiffiny Dimel, CFP

From keeping passwords protected and organized to allowing users to share passwords securely, perhaps even permitting them to grant access to trusted individuals in an emergency, a proper password management solution can add value to both client and advisor when implemented in a smart and thoughtful manner.