The Tax Assistant makes tax time a breeze by consolidating the information required for a personal tax return. By going through the wizard, your clients will have the opportunity to review and update their financial information as needed. Any relevant information...
Kwidz is a mobile app designed to introduce kids ages 8 to 16 to the fundamentals of personal finance. With the app, they can set savings goals, view transactions, and track their success. The app is fully customisable, from the theme to the goals, so kids can really...
myprosperity’s new estate planning feature makes it easy for advisers to help their clients get a will and pull together an Executor Kit. What’s included? The feature has 3 core elements: The Will Wizard The Will Template The Executor Kit Wizard The Will Wizard The...
Who are NowInfinity & View Legal? NowInfinity is a leading financial technology company providing a raft of solutions for accountants, bookkeepers, financial planners, and lawyers. In collaboration with View Legal, NowInfinity can cover the myriad legal solutions...
We’ve extended the advisory leads function to include business clients. In your Partner Portal Clients screen, you can now set clients as individual or business clients and schedule a financial health check. As per the original process, your business clients will be...
Guest access allows team members to collaborate in your client’s account. You can: • add other partners providing different services to your clients, or • add a spouse/relative to the account, to allocate ownership for shared assets. Your client must...
