This is what I have been working on at Intuit for the last 3 months. The week after next I am going to the Financial Planning Association convention in San Diego. I’ll be helping to demonstrate the product. Right now we are in the middle of beta testing. It has been very interesting to watch planners start to use the product for the first time. If you are going to be at the FPA conference and would like to meet up let me know or just come by the Intuit booth.
Marion's Blog 