We are thrilled to announce that another much-anticipated feature is now live in Snap Projections. Financial Recommendations was created to automate the process of testing different optimization strategies in order to identify strong, practical and implementable...
For Canadian Financial Advisors, regulation has steadily moved in one direction over the past decade: greater transparency. From the rollout of CRM2 to the upcoming implementation of CRM3, the message from regulators is clear. Clients should fully understand what...
Accurate capital gains reporting depends on adjusted cost base (ACB). But ACB tracking can break down when clients have reinvested distributions or return of capital. Broker statements often miss those adjustments, so you end up rebuilding ACB from slips, fund...
Advisors can turn tax season into an opportunity with ai-powered data assist Tax season has always been a paradox for Financial Advisors. On one hand, it’s one of the most valuable times of year to deliver planning insights and deepen client relationships. On the...
Gross income does not tell the full story, especially when you are planning for retirement, big purchases, or long‑term cash flow needs. What really matters is how much money clients actually keep after taxes, deductions, and benefits are figured in. Understanding...
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