529 QuickView
529 QuickView offers immediate online access to clients' Ascensus-administered 529 plans, eliminating the hassle of paper documents and outdated information. Advisors can view the same screens as clients, facilitating seamless online transactions such as contributions and withdrawals. It also provides easily downloadable reports to enhance client discussions.
Top 529 QuickView Alternatives
Canopy Tax Practice Management
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HyperQuest
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CityFALCON
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MoneyBook
MoneyBook is a robust financial management app that empowers users to track expenses, manage budgets, and monitor savings goals effortlessly.
IEX
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ActiveDisclosure
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Amos365
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Aerotruth
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SIMS Claims
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Eikon
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Enterprise Platform
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Snapsheet
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Top 529 QuickView Alternatives
- Canopy Tax Practice Management
- HyperQuest
- CityFALCON
- MoneyBook
- IEX
- ActiveDisclosure
- Amos365
- SmartFax
- LowerMyBills
- Aerotruth
- SIMS Claims
- Eikon
- Enterprise Platform
- Snapsheet
- eToro
