IRVING, Texas, Nov. 13, 2017 /PRNewswire/ -- HD Vest Financial
Services®, the pioneer of tax-smart wealth management
services, announced today an opportunity to offer its
industry-leading financial advisor support model to Drake
Software's tax software users. HD Vest's efforts with Drake, a
leading provider of professional tax software known for
best-in-class customer support, will create a more seamless
experience for their more than 1,000 shared tax professionals and
financial advisors, and encourage the rest of Drake's 50,000+ tax
software users to explore tax-focused financial services as a way
to expand their practice.
"We are focused on building out innovative solutions that enable
our advisors and tax professionals to provide holistic wealth
management for their clients. Working with Drake to offer these
solutions to their clients demonstrates our commitment to this
goal," said Bob Oros, CEO of HD
Vest Financial Services. "Our advisors benefit from direct
integrations that streamline and strengthen their tax services,
further enabling them to move taxes to the center of the financial
planning and wealth management conversation."
Using HD Vest's services in combination with Drake's tax
preparation software, Drake Tax, provides an additional source of
client and recruitment leads for advisors and tax professionals,
giving an opportunity for them to save time and optimize their
client service ahead of the upcoming tax season.
"Tax professionals are perfectly positioned to offer financial
counsel to their clients." said John
Sapp, VP of Strategic Development at Drake Software. "We
look forward to educating our clients on how HD Vest's proven
advisor model can help them expand their service offering and grow
their practice."
About HD Vest Financial Services
Since its inception
in 1983, HD Vest Financial Services® has supported an independent
network of tax professionals and financial advisors who provide
comprehensive financial services including planning, securities,
insurance, money management services, and banking solutions. The
firm has over 4,400 independent advisors, who manage over
$40 billion in assets for
individuals, families and small businesses in all 50
states.1 HD Vest Investment Services is ranked as one of
the top 15 independent broker-dealer firms.2 To learn
more about HD Vest, a business of Blucora, Inc. (NASDAQ: BCOR),
visit www.hdvest.com.
About Drake Software
For 40 years, Drake has provided
tax preparers with fast, reliable software to prepare and file both
federal and state tax returns. Today, over 55,000 tax offices use
Drake Software. Using product evaluations, feedback from customers,
and state-of-the-art programming, Drake continues to achieve its
goals of customer satisfaction and product refinement. For more
information, visit DrakeSoftware.com or call 800.890.9500.
1As of March 31,
2017
2Think Advisor 2016
Broker-Dealer Reference Guide, which measured/ranked the top 25
independent broker-dealers by annual revenue.
HD Vest Financial Services® is the holding company
for the group of companies providing financial services under the
HD Vest name.
Securities offered through HD Vest Investment
ServicesSM, Member: SIPC, Advisory services offered
through HD Vest Advisory ServicesSM, 6333 N. State
Highway 161, Fourth Floor, Irving,
TX 75038, (972) 870-6000
Media Contact:
Dana Taormina
JConnelly
(973) 850-7305
dtaormina@jconnelly.com
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SOURCE HD Vest Financial Services