Do the most for your clients with holistic investment planning
Taxes have a huge and undeniable impact on clients’ financial situations. At HD Vest, we firmly believe the best way to help make smart and informed investment decisions is through tax integration. Uncover hidden investment opportunities and identify ways to help protect your clients against loss through an analysis of their tax information.
TOOLS TO HELP YOU GROW
A unique program exclusively from HD Vest
Technology gives you a huge advantage over the competition. It is what differentiates HD Vest as a firm. We recognize the best way to ensure the utmost efficiency and accuracy in your business is by enabling you to manage your entire practice with the click of a mouse.
We aim to support advisor productivity through our comprehensive portal. It is designed to allow you to manage all your financial services tasks through one single, secure portal. It includes training modules for practice and professional development and delivers up to date information on industry news, compliance policies and corporate events. Important information and action items are sorted by priority, and our advisors maintain quick access to practice management, security, sales and marketing tips and materials.
A unique, automated mining tool brought to you exclusively through HD Vest, the 1040 Analyst allows an Advisor to seamlessly integrate a client's tax data from the Form 1040 and provide a customized client output highlighting financial services opportunities that may help chart a new course. This roadmap provides a thoughtful forum for financial services conversations.
A full-service hub for managing client assets. Access a three-tier, real-time view of your entire book of business from one location, and generate client lists, performance reports and documentation with a single click. Vest360 also adds new clients automatically and prompts you to update existing client information or resolve errors.
Our brokerage and advisory account opening and maintenance tool offers streamlined processing that reduces errors and eliminates the danger of out-of-date documents or forms. VestWizard works to minimize the number of client forms that need to be signed and streamlines processes by providing information prompts when opening new accounts.
Morningstar Workstation is our recognized research database. It provides powerful research and analysis, delivers objective information easily understood by clients and offers FINRA-reviewed reports and proposals. We utilize an intuitive interface that combines all the resources needed to conduct fundamental investment research quickly and efficiently.
Trade Management Tool
Our tool for modeling, rebalancing, and mutual fund trading. It streamlines building the model or rebalancing accounts into one simple step, and sample models are provided to use as a starting point. Stay current with notifications when an account is out of sync and save time by submitting mutual fund trades directly to the trading platform.
An Exclusive HD Vest Program
The holistic approach a tax professional can bring to his or her clients’ planning process with 1040 Analyst is unrivaled. This custom built, fully integrated tool was meticulously designed with our Advisors in mind. It is specifically intended for tax professionals offering financial services and streamlined to integrate the top tax software programs used by most tax professionals.
Data can be imported into the 1040 Analyst from these programs:
05 ProSystems fx®
06 TaxAct Professional®
The 1040 Analyst can benefit any Advisor who is interested in working smarter and not harder, as it helps you effortlessly zero in on clients’ needs and communicate clearly to the client their vulnerability, the reason for that vulnerability and a recommended solution. This allows you to save time, retain existing clients and acquire new ones by providing tangible evidence of your unique value proposition.