The adoption of the holistic advisory model has been driven by the need to develop a value proposition separate from investment performance. Tax planning software represents a powerful tool for advisors, with success measured by time savings and client acquisition effectiveness. Expansion into broader planning applications holds potential, with many vendors intending to merge tax, estate, and insurance planning functions into comprehensive platforms.
This report features profiles of five tax-planning firms with innovative approaches to data gathering and visualization challenges in wealth management. It profiles Bloomberg, Covisum, FP Alpha, Holistiplan, and TaxStatus.
Clients of Datos Insights’ Wealth Management service can download this report.
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