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. See a sample below!

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