Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the launch of TaxPlanner, available through ...
FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered tax ...
Advisor software heavyweight deploys AI across its proposal generation, investment research, specialized planning and meeting prep suite in Fall 2025 product release Nitrogen, the industry’s only ...
COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...
Holistiplan's beloved Tax Report just got even better. Tax Report 2.0, powered by award-winning technology, introduces enhanced visuals and charts that simplify tax planning and provide clearer ...
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Best financial planning software of 2025
Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...
Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan. The partnership aims to ...
SAN FRANCISCO - JUNE 16: Same-sex couple Del Martin (L) and Phyllis Lyon (R) are married by San Francisco mayor Gavin Newsom (C) in a private ceremony at San Francisco City Hall June 16, 2008 in San ...
The large wealth and asset management firms that must recruit and retain financial advisors to keep their dominant positions will need to bulk up their tax planning technology, a study said. Otherwise ...
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