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...
