Nerd's Eye View

SEPTEMBER 5, 2022

FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manage client interactions and replacing manual systems like spreadsheets. 4 Mistakes to Avoid With Tax Firm and CPA CRM Systems Like any new software, a new CRM system can deliver less value than expected if not thoughtfully implemented.

Taxes 52

Taxes Clients Management Communication 52

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

BlueMind

FEBRUARY 11, 2022

This long and arduous process of client onboarding demands that you have all the required documentation lined up in a row before creating financial goals and plans with your client. Request a demo to see BlueMind in action. Request a Demo. This isn’t even close to being the complete list.

Compliance 52

Compliance Financial Advisor Clients Electronics 52

Clever Girl Finance

JUNE 27, 2023

Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns. Digital editors also plan, coordinate, review, and edit content. Travel consultant Do you enjoy planning out great trips?

Certification 98

Certification Recruitment Engineering Media 98

Sara Grillo

APRIL 28, 2023

We are planning for 40 people at most. plus the cost of sales tax. Despite my efforts to minimize costs, there are contractual and statutory obligations that must be met (Missouri state sales tax, service and taxes on event items such as food, beverage, and AV, ticket processing fees, etc.)

CFP 52

CFP Taxes Sales Financial Advisor 52

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Book a Demo to Find Out More. Summarize Breaking News and the Impact It Could Have On Your Clients.

Media 72

Media Financial Advisor CFP Wealth Management 72