Redtail Add Integration, eMoney Rebrands Marketing Tool & More
Advisor tools and features addressing tax planning, marketing and cash products all had recent announcements. There were a number of recent notable tech announcements that merit a mention and context. Here are the latest: A New Take on Tax Planning Fintech firm Holistiplan, which aims to turn client tax documents into a tax planning opportunity, is launching a feature to make it easier for advisors to summarize their tax planning strategies for clients and third-parties, like CPAs. It's called the "Tax Prep Letter," and software developer Holistiplan said the personalized letter, a...
Source: wealthmanagement.com