We can help solve your Accountant licensing and wealth management challenges.
Accountant Licensing should not be looked at in isolation, it should form part of a strategic approach to wealth management and overall client engagement.
Accountant Licensing is shaping up to be a major issue for accountants in to 2016, but planning needs to start now.
If you haven’t found a solution that works for your business, we can help.
Prime’s licensing solution is not institutionally-owned and has been built by Accountants for Accountants. Prime can take the entire licensing headache away from your firm and we will tailor a licensing solution to meet your needs.