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Infographics, Insights

25 Questions Advisors Should Ask Tech Vendors

Oct 5, 2022

Check out our latest infographic on the most pertinent questions advisors should ask their tech vendors.

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25 Things Financial Advisors Need to Know When Vetting Tech Vendors

How Mike Zung, Founder of Java Wealth & Beautiful Financial Plan, incorporates Holistiplan to optimize tax planning

Case Study: Even a Beautiful Financial Plan Needs Tax Input

How Mike Zung, Founder of Java Wealth & Beautiful Financial Plan, incorporates Holistiplan to optimize tax planning

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