Staying Ahead of The Seminar Surge

Staying Ahead of The Seminar Surge

  It’s September! Kids are back in school, summer vacations have come to an end (boo), and we’re all settling back into our routines. For many financial professionals, this return to normal is also the perfect time to reignite seminars and refill client...
Introducing: Automatic Tax Rate Calculation

Introducing: Automatic Tax Rate Calculation

Last week you may have seen our exciting launch of SIPS new features under SIPS Advanced. Which feature are our advisors most excited about? The one that stands out as being in high demand is clear: automated tax rate calculation. Why is automated tax rate calculation...