NEW FEATURE: New Client Deliverable Report!

Have more meaningful conversations with clients about their taxable accounts, without having to just talk about investment performance. 

The What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)? checklist helps ask important probing questions that make sure everything related to taxable income, capital gains, taxes, etc. gets covered. 

When paired with the new Taxable Non-Qualified Accounts Income Report, you can easily create a white labeled client deliverable that summarizes all the important numbers for the client to see.

Unsure about how Client Deliverables fits into your practice? Watch this brief demo to learn more about Client Deliverable Reports.