Wise Wealth vs 1040

Wise Wealth mobile app provides greater visibility into both clients' overall financial picture and Wise Wealth's wealth advisory services. For our clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for Wise Wealth and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist. This application is free to download.

Accurately calculate and manage your estimated quarterly taxes using the 1040-ES app! Features: - Enter adjusted gross income, taxable income, taxes, deductions, credits, and other tax information in a modern, mobile friendly interface. - Record payments and recalculate your estimated tax as necessary for each payment period. - Export and share PDF worksheets populated with your tax information. - Password protect your personal information using on-device, AES-256 bit encryption. - Receive notifications for upcoming payment period due dates. - Dark mode! Disclaimer: This application does not offer tax advice and is in no way associated with the Internal Revenue Service of the United States Government. For additional information please refer to https://1040es.app/disclaimer.html.