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Tax Filing to Enhance Your Services (Coming Soon)

Expand your service offering with integrated tax prep and filing, all through our seamless, holistic platform.

Early Tax Refunds

Receive your federal tax refund up to 6 days early with direct deposit to your Wavvest account.

Easy Deposit Setup

Set up direct deposit with the IRS to streamline your tax refund process.

Instant Notifications

Get alerts as soon as your tax refund is deposited, so you’re always informed.

Streamlined Tax Filing

Effortlessly streamline your tax filing process with 1099 integration and pre-filled data fields.

Give clients easy access to tax filing services and resources on our platform, while integrating tax return results into our tax-based planning.

Help clients receive their federal tax refunds early with direct deposit options, enhancing their financial management.

Keep clients informed about their tax status and refunds with timely alerts and updates.

Breaking free from over commoditized robo-advisors, Wavvest delivers tailored investment strategies and nuanced risk assessment for every client.

Investments

Integrated, effortless trust creation – securing your clients' future with ease.

Estate Planning

Financial planning helps your clients organize and manage their money to achieve their goals.

Financial Planning

Protect your clients' future with seamless life insurance solutions, just a few clicks away.

Insurance