The September Kitces Software Showcase will feature demos from 4 Compliance Software vendors that equip advisors with the tools they need to manage staying compliant: Holistiplan, TaxStatus, Tax Clarity, and FP Alpha. At this Kitces Software Showcase, representatives from each software company will provide a tour of their software, and then answer advisor questions live! Advisors will learn:
- The core functionalities of each software
- The unique and differentiating features offered by each software
- How the software integrates with other tech
- The pricing for individual advisors and firms
- Answers to whatever other questions you may have!
