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Advisor Insights

The Benefits of Incorporating Password Management Into Financial Planning

Today's password managers have a multitude of features that can benefit your client in their day-to-day digital lives--and even play a role in their estate planning.

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.