Have you heard the announcement in the Kitces.com “Latest In Financial Advisor Tech?” Check out the exciting news below and view the article for the full feature.
Income Lab Wins ‘Best-In-Show’ At XYPN
Income Lab Wins ‘Best-In-Show’ At XYPN
AdvisorTech Expo For Its Life Hub One Page Plan
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“What’s unique about Life Hub, though, is that it’s not meant to be a static display of financial information, though; instead, advisors and/or clients can click into any financial element to see a drill-down of where those numbers are sourced from, and delve deeper into that segment of the financial plan analysis, which makes Life Hub less of a mere one-page summary and more of a true Hub – a singular source where clients can see their full financial picture and navigate from there into whatever part of their financial plan they want to explore further.” – Michael Kitces
