Personal wealth reporting opens up new advisory opportunities for accounting firms.
Personal wealth reporting is designed for high net worth family groups who want to keep track of all their assets, see which investments are performing good/bad so they can make good investment decisions.
It is also perfect for individual, couples and families. It enables accountants to easily report on personal spending and wealth to individuals. Accountants can use this information to help individuals reach personal financial goals, whether it is to reduce expenses, increase savings, purchase assets, plan for retirement and more.