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Adam Dell
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12 recommendations
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"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."
"We do estate planning through a partnership with wealth.com which is embedded in our flat fee. So it's all included."
"We do it through our partnership with Tax File, which as you know is the largest embedded tax filing solution provider out in the market."
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Mint
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"I had been a longtime customer of Mint, and I hated Mint because it was a very clunky UI and it was really a dashboard about your past and it didn't give you anything to do for your future."
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Clear filters"There are three dominant software packages that make up the bulk of the financial planning market. E-money, Money Guy Pro, and Right Capital."
"There are three dominant software packages that make up the bulk of the financial planning market. E-money, Money Guy Pro, and Right Capital."
"There are three dominant software packages that make up the bulk of the financial planning market. E-money, Money Guy Pro, and Right Capital."
"Matt Ridley, who wrote this great book called How Innovation Works, he called it the mother of the modern world. And it ushered in a period where technology could radically amplify the productivity of work."
"Goldman Sachs bought it and I became a partner at Goldman and head of product at Marcus, which as you know is their consumer mass affluent play."
"In the late 90s, I helped start a software business in the commercial construction industry that we ended up selling to Autodesk."
"I had been a longtime customer of Mint, and I hated Mint because it was a very clunky UI and it was really a dashboard about your past and it didn't give you anything to do for your future."