10 Help clients keep more: Managing the impact of taxes in a personalized way
Summary:
Engage in new conversations to
help reduce tax burdens in a
personalized way
At a time when tax concerns are paramount, we are committed to
helping advisors create better tax-aware outcomes for their clients.
Through the intersection of data, technology and efficient tax
management, you can deepen client engagement and jump-start
the growth of your business. With an outsourced tax management
technology solution, you can offer your clients the best of both
worlds: a personalized approach to sophisticated tax management
and your comprehensive wealth management advice to help match
potential solutions to their unique goals.
As investors understand more about the value technology can add
to the equation, we believe they will come to expect more from their
advisors. When you can offer clients a new way of thinking about
tax minimization in a truly personalized way, with innovative
technology, tools and resources, you will position yourself as the
advisor they turn to for advice on their entire financial wellness
picture today and in the future.
Contact us today to learn more about the array of sophisticated tax
management solutions that advisors have at their disposal.
We look forward to introducing more Sharing Perspectives in the
future. For our other Sharing Perspectives pieces, read here.
MKTGM1123U/S-3208539-10/12
