Finance and Money
by Swanson Reed
Swanson Reed is a leading R&D tax advisory firm in Rhode Island, specializing in helping businesses maximize their research and development tax credits. With over 30 years of experience, we manage all aspects of the R&D tax credit process, including eligibility assessments, claim preparation, and audit advisory services. Our Rhode...
Finance and Money / United States / 34 views
by Advisory AI
Transform your client meetings with Advisory AI’s Meeting Notes feature, designed for financial advisors to automate client meeting notes in just minutes. Capture key insights and action items with precision and ease, creating professional summaries without the hassle. Our AI-driven tool generates meeting notes that are accurate, compliant, and client-focused,...
Finance and Money / United States / 42 views
Valuefy offers innovative private banking software solutions to simplify portfolio management, enhance client experiences, and optimize performance. Their expertise in banking wealth management empowers private banks to deliver seamless, personalized financial services. P
Finance and Money / United Kingdom / 35 views
The cryptocurrency market is on the brink of a major bull run, and 2025 is shaping up to be a game-changing year for digital assets. With seasoned traders and crypto enthusiasts scouring the market for the next big crypto to explode, it’s time to look at the top contenders that...
Finance and Money / United States / 47 views
by Swanson Reed
Swanson Reed is a leading specialist in Research and Development (R&D) tax advisory services, assisting Mississippi businesses in maximizing their R&D tax credits. With over 30 years of experience, Swanson Reed manages all facets of the R&D tax claim process, including eligibility assessments, claim preparation, and audit advisory services. Our...
Finance and Money / United States / 34 views
Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated risk profile questionnaire. With this tool, advisors can assess the risk tolerance of their clients, gaining valuable insights to tailor investment strategies effectively. Beyond risk assessment, Pocket Risk serves as an educational resource, helping advisors communicate...
Finance and Money / Canada / 38 views
by Swanson Reed
Swanson Reed is a leading specialist in Research and Development (R&D) tax advisory services, assisting companies in Indiana to maximize their R&D tax credits. With a focus on confidence, transparency, insightfulness, and simplicity, Swanson Reed offers comprehensive services, including eligibility assessments, claim preparation, and audit defense. Their team of experienced...
Finance and Money / United States / 45 views
by Swanson Reed
Swanson Reed is a leading specialist in Research and Development (R&D) tax advisory services in the United States, with over 30 years of experience assisting various industries globally. The firm manages all aspects of the R&D tax credit process, including eligibility assessments, claim preparation, audit advisory, and substantiation management consulting....
Finance and Money / United States / 41 views
by Swanson Reed
Swanson Reed is a leading specialist in Research and Development (R&D) tax advisory services, assisting companies in Delaware to maximize their R&D tax credits. With a focus on confidence, transparency, insightfulness, and simplicity, we offers comprehensive services, including eligibility assessments, claim preparation, and audit defense. Our of experienced professionals ensures...
Finance and Money / United States / 44 views
by Swanson Reed
Swanson Reed is a leading R&D tax advisory firm specializing in helping businesses claim research and development tax credits. With a strong presence in Colorado, the firm provides expert guidance to companies across various industries, including technology, manufacturing, engineering, and life sciences. We assists businesses in identifying eligible R&D activities,...
Finance and Money / United States / 39 views