SIMPLE & PROFITABLE
We make modern finance SIMPLE for tax professionals to evaluate and offer investment services to their clients. Adding investments to your existing practice can rapidly GROW your profits by leveraging your current client relationships. Our DIFFERENTIATED program allows you to stay focused on the client and we will handle the back office; enabling you to manage the time demands of your tax practice and provide wealth management services without adding staff. modern finance
Why partner with us?
Firms choose modern finance because we help you grow your business with proven tools that allow you to stay focused on the client while we handle the back office. modern finance
• CPA Friendly (Tax Conscious) -Designed by CPA’s for financial professionals
• Prudent Models (Low Cost) -Application based on academic principles
• Back Office Support -We become an extension of your back office
• Maximize Client Relationships -Systems to minimize your administrative work
• Grow Your modern finance
We make modern finance SIMPLE for tax professionals to evaluate and offer investment services to their clients. Adding investments to your existing practice can rapidly GROW your profits by leveraging your current client relationships. Our DIFFERENTIATED program allows you to stay focused on the client and we will handle the back office; enabling you to manage the time demands of your tax practice and provide wealth management services without adding staff. modern finance
Why partner with us?
Firms choose modern finance because we help you grow your business with proven tools that allow you to stay focused on the client while we handle the back office. modern finance
• CPA Friendly (Tax Conscious) -Designed by CPA’s for financial professionals
• Prudent Models (Low Cost) -Application based on academic principles
• Back Office Support -We become an extension of your back office
• Maximize Client Relationships -Systems to minimize your administrative work
• Grow Your modern finance