Related Products
|
||||||
About
Payroll Integrations offers a software-as-a-service platform that connects major payroll providers with 401(k) record-keeping providers. Remove administrative burdens and eliminate data entry errors by automating deferral uploads from your clients' payroll processor. Cutting-edge technology helps you stay ahead of the competition by offering a highly sought-after service. With seamless two-way communication between your clients' 401(k) and payroll, deferral changes made on the 401(k) are automatically updated in the payroll system. With bank-grade encryption, companies know that sensitive data is transmitted and stored securely.
|
About
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Organizations in need of a solution to automate their workforce in the cloud
|
Audience
Portfolio management solution for companies
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationPayroll Integrations
United States
www.payrollintegrations.com
|
Company InformationSmartleaf
Founded: 1999
United States
www.smartleaf.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|