Tax Analyzer is a specialized financial tool that evaluates tax situations and identifies optimization opportunities. This video creates emotional connection by illustrating how the tool solves actual tax problems.
Tax Strategies module empowers financial advisors to identify and illustrate tax-saving opportunities for clients. It visualizes Roth conversions, asset location optimization, tax-loss harvesting, and retirement withdrawal strategies through intuitive charts. This video explains the shinning features, and tells a visual story about this product.