INNOVATION YOU CAN DEPEND ON – CREATED EXCLUSIVELY BY HD VEST

The 1040 Analyst® is a unique data mining tool that allows you to seamlessly integrate your clients’ tax data from the Form 1040 and provide a customized client report highlighting financial services opportunities that may help your clients chart a new course for their financial future.

Learn more today about how this tool will save you time and money, while allowing a deeper cultivation of client relationships.

To download your complimentary copy of the 1040 Analyst® Brochure, please complete the form to the right.

Download your complimentary copy