2 min read
Seven-step financial planning process: Steps 2–4
The CFP® board has outlined a seven-step financial planning process to help guide CFP certificates through the planning process with their clients...
Advisor360° FinTech Talk
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Efficiency (2)
1 min read
Seven-step financial planning process: Step 1
The CFP® board has outlined a seven-step financial planning process to help guide CFP certificates through the planning process with their clients...
3 min read
Advice360°: Be more efficient with dependent workflows
Advice360°™ is a series designed to help advisors increase their productivity using our digital wealth management software. In this installment,...
1 min read
Tax Day reminder for advisors using Advisor360°
With Tax Day quickly approaching, Advisor360° users can remind their clients of our integrations with TaxAct®, TurboTax®, or H&R Block® software,...
2 min read
The six ingredients of wealth management tech
Explore what it takes to improve the wealth management user experience Every day, each of us makes a number of decisions that affect our lives....
3 min read
Design your WealthTech platform for actual users
How we focus on user needs at every phase of the design process What do the most successful products have in common?