Investors Demand Top Notch Tech, Former CEO Joins Invent.us Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
Technology lives at the center of many advisors’ practices and now those advisors are seeing investor accolades for their efforts. A recent survey underscores how important the right tech is for advisors, while Buckingham Strategic Wealth tightens its ties with a wealthtech firm and a well-known name in technology adds a former CEO of a major broker/dealer to its ranks.
®, CFP
®, and Kevin Lozer, CFP
®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan s tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client s tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients tax circumstances in order to provide a deeper financial planning experience.
Holistiplan We are thrilled to be working with Buckingham Strategic Wealth to deliver efficient and scalable tax planning to their clients. I have respected Buckingham for years. Their evidence-based investment approach and focus on financial planning resonated with me as an advisor. Working with the Buckingham team to finalize this agreement confirmed that their great reputation is well-earned. We are honore