Current Client Software
Software is kind of like working with someone you enjoy. It takes a bit of time and effort to get to know that person, but after you do, outside of an occasional tweak, you pretty much can consistently know what to expect.
Your financial planning and document sharing software is RightCapital. The custodian where your investments are held is TD Ameritrade. The scheduling software where you can book an appointment with Joe is Acuity. The secure payment processing software to pay Joe's flat-fee is AdvicePay.