Rob Bateman, March 28, 2022
With Tax Day quickly approaching, Advisor360° users can remind their clients of our integrations with TaxAct®, TurboTax®, or H&R Block® software, which can save them a great deal of time and aggravation.
Once they are logged into our client portal, clients can accurately—and easily—transfer the 1099 investment account information they need to complete their federal return while removing:
Our client portal also offers the flexibility of adding interested parties—such as their accountant—if they wish.
But it's not just about processing 1099 forms. In addition to offering integrations with popular tax prep tools, our client portal is fully integrated with Quicken®—enabling your clients to incorporate their wealth management account information into their personal financial management and budgeting year-round.
Advisor360° is committed to collaborating with the best third-party applications to give financial advisors a full view of client households. We have integrations with more than 30 different applications so clients can better manage their complete financial lives and have more informed discussions about their financial planning needs.
Rob Bateman is Product Manager of Client and Mobile Platforms. With a background in developing client-facing products, Rob is responsible for creating experiences that enable better client/advisor collaboration and digital satisfaction.