You’ve worked hard to establish your practice. You’re one of your clients most trusted advisors. When the needs of your clients grow more complex, they seek advice from financial advisors, bankers, attorneys, and insurance professionals.
As your clients’ CPA, you know you’re uniquely positioned to bring clarity and efficiency to your clients’ evolving financial picture. How do you know if your recommendations are aligned with your clients’ complete financial picture? Now you can. Our web-based wealth management system makes it easy for you to better participate in your clients’ financial services.
Here’s how it works: All your client’s accounts are aggregated and updated daily in a private and secure personal financial website. Your client can track all their investments, monitor cash flow, and see their bottom line at any time. Interactive workshops show how spending and investment decisions today can affect your client’s future financial goals. There’s a digital vault where you can easily upload your client’s important papers, trusts, wills, tax returns, and business documents, stored for safekeeping and accessed from anywhere. Your client will know what they have, where it is, and what it’s worth, all in one place, and always up-to-date.
Now you can, too. When you can see your client’s entire financial scenario, you can better collaborate with their other advisors to recommend effective solutions, expand your services, enhance your client relationships, leverage your professional alliances.
Take your practice to the next level. Work with us today.