We were previously on the old server-based version of Junxure. It was a clunk factory. With Junxure, the flexibility wasn’t there. It was its own big beast. We knew we needed to get something that we ...
The adviser world returned from the July 4 holiday ready to spend some money on technology. First Trust became the latest asset management firm to buy a direct indexing fintech with its acquisition of ...
TEXAS, UNITED STATES, February 21, 2023 /EINPresswire.com/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a ...
College Station, Texas-based Holistiplan announced today that it has hired Jeffrey Levine as a tax planning strategist. in Levine’s new fintech-oriented role, he will be a “tax-planning guru” to help ...
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