Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today’s wealth manager’s toolbox. Watch and learn how you can increase efficiency and value with your CPA relationships. The WealthStar software integrates with CPA accounting systems to data-mine information in their clients’ tax returns and other files. By doing this, the system helps CPAs and their advisors to identify financial deficiencies, educate clients about issues affecting their wealth, and formulate sound financial solutions.
WealthStar PPP