Wealth Management Product Targets CPAs

BNA Software and Scivantage’s Financial Guidance division have released BNA Wealth Manager, a wealth management software product designed for use by CPAs.

Unlike wealth management products designed for the banking or insurance industry, the software is aimed at accountants who provide such services for clients. Features include retirement planning, multi-level education planning, long-term-care planning, gift planning, insurance and disability needs analysis, advanced IRA distribution planning, trust planning, and estate planning...

WebCPA: Wealth Management Product Targets CPAs
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