技术 for a 税 and Financial Planning Business
Access the latest tools, resources and guidance on software solutions available to CPA financial planners delivering advice to individuals in the areas of tax, 退休, 房地产, risk management and investments.
技术 for a 税 and Financial Planning Services Business Guide
- 技术 for a 税 and Financial Planning Services Business Guide – Gain awareness of what technology you should consider for your practice. This overview contains checklists, examples and more on how to approach and implement various types of software related to serving clients, 财务规划, advising on and managing investments and practice management.
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Software solution information
- T3/透视内部信息 Advisor Software Survey – Get insights as to which software solutions are currently the most popular by firm size and business model and glean new information about various types of software on the market.
- Financial Advisor FinTech Solutions Map – Courtesy of Michael Kitces, this map will help you navigate the possibilities within each software category.