4 Tips for Building an Advisor Tech Stack as a Solopreneur
eMoney Advisor
APRIL 6, 2023
1 If you want to serve tax-conscious younger investors, for example, you might design your tech stack around a platform with cash-flow planning and the ability to drill down into income tax details for advanced strategies. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
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