1040 Analyst® Lite
Through the 1040 Analyst you may input or upload actual client’s Form 1040 data to deliver a powerful client-approved PDF presentation which highlights areas of vulnerability in their investment planning all derived from their personal tax form data. This powerful tool was designed specifically by HD Vest to create a powerful bridge between the tax form and the investment planning process, enabling you to deliver truly holistic advice.
Just like a physician who holds a patient’s x-ray up to the light is able to immediately recognize areas of concern, you will be able to spot, communicate and solve for your client’s issues more quickly than ever.
The 1040 Analyst is more than tax and financial services integration software. It’s a chance for you to reinvent how you do business and enhance your competitive advantage.
Want to kick the tires on this powerful engine?
Fill out the form to the right to sample the power of 1040 Analyst, exclusively from HD Vest.