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Crecer Connect

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Crecer Connect es un servicio que permite a profesionales como contadores y preparadores de... View more

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Crecer Connect es un servicio que permite a profesionales como contadores y preparadores de impuestos ayudar a mejorar la educación financiera de sus clientes y a planificar para el retiro. Crecer Connect ofrece:

-Un portal de Educación Financiera – Compartir contenido atractivo para educar a tus clientes sobre temas financieros clave, como la planificación para el retiro
-Un Panel de Administración – Plataforma para abrir cuentas de retiro individuales para tus clientes (Las cuentas individuales de retiro son ofrecidas por Crecer, una afiliada de Crecer Connect)
-Los planes de retiro se pueden configurar a nombre del dueño del negocio para cada empleado, con depósito directo desde la nómina
-También se pueden configurar planes para clientes individuales (por ejemplo, trabajadores por cuenta propia o freelancers)

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