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This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplandocument extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Datalign Advisory, a data-driven advisor lead generation platform, has raised $5 million, with the announcement underscoring the reality that despite the many complaints from advisors about the cost and quality of paid (..)
This month's edition kicks off with the news that digital estateplanning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)
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Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: FP Alpha unbundles its EstatePlanning Lab solution for automatically reading and summarizing clients' estateplanningdocuments available as a stand-alone option, and rolls out a new P&C Insurance Snapshot tool, (..)
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
And in the coming month, we’ll be rolling out our newest course on “How To Spot Planning Opportunities when Reviewing EstatePlanningDocuments” Because, the reality is, while we may learn about tax and estateplanning in our CFP classes, there’s remarkably little to show us as advisors how best to navigate the reams of tax (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5
Annual tax filing through a CPA (Certified Public Accountant), which includes compiling documents, preparing, and filing all tax forms for your household or small business. In a 1 hour tax-planning session, an expert advisor will: 1. Review your equity and tax documents 2. How does it work?
With a well-vetted businessplan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estateplan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
With a well-vetted businessplan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estateplan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
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