Wealth Management / Tax & Estate Planning

Mankow

Add features like wealth management, tax planning, estate planning and provide recommendations by CFA,CPAs and other experts. Would be nice if the features and services of a platform like Range and Facet were built into Simplifi.

Coach Natalie

@Mankow, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline and request just one idea per Idea post in accordance with our guidelines here. With that, Tax Planning was just recently added to Quicken Simplifi:

https://community.simplifimoney.com/discussion/4222/tax-planning-capabilities

For estate planning, I'd suggest taking a look at Quicken's new product, LifeHub! https://www.quicken.com/products/lifehub/

I hope this helps!