CliQue Advisor
@CliQue_Advisor#Fintech startup that automates advisory services for accountants.
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Trump's organization has been charged, of which he is *one* of the beneficial owners. I have questions about any potential owners not yet known...
<THREAD> DONALD J. TRUMP IMPLICATED IN TAX FRAUD SCHEME FOR WHICH CFO WEISSELBERG IS NOW INDICTED Much joy to follow. Join me, won't you? 😀🔥😀
A quick video overview of how CliQue Advisor helps you increase client engagements. #TaxTwitter youtube.com/watch?v=M2mEyo…
Marketing at its best: Finding creative unexpected ways to be there for your consumer.
Here's an easy way for people to manage their financial health. Hope that helps.
Like CliQue, but want firm branding? Done! You can now display your firm name and logo in our platform, on all videos in your advice library, as well as in automated SMS texts and emails. Promote your firm, while providing your clients with game-changing financial advice.
Is everyone on the same page when it comes to your wealth? Probably not - and that's not cool. Check out our new team feature to power open advising. This allows your financial professionals to collaborate, rather than compete when it comes to your financial fitness.
Our client facing mobile app can be white labelled with your firm's branding. Press play to watch the walkthrough video. loom.com/share/1bb3a07d… #TaxTwitter #Accounting
Do you automate your instalment payments? Save enough from each cheque to pay your taxes, accountant and lawyer? Learn what 6 things you can do this year to get financially fit. hubs.li/H0DCHBV0 #yyc #yycaccountant #yycsmallbusiness #yycbusiness #financialfitness
Old school finances aren't cool. Easy and automated is. We built a financial wellness calendar to make your finances cooler. Ask your financial advisor about cool ways they can make your life easier. CliQue Advisor
People need financial advice that is more proactive and visible. Ideally, this is personalized and delivered consistently. Here's my contribution.
What set's your firm apart? Consider advice amplification and financial wellness planning.
Great financial professionals and their advice should be amplified. Low/no advice professionals should not. #cpa
Focusing on your client is a heck of a business plan. Finance professionals arent always good at it but clients love us when we are.
We are changing how CPA’s deliver advice and collaborate with clients. Come visit the CliQueAdvisor.com virtual booth at RSM Alliance 2020 Converge and see the future of business #advisory2020 #taxtwitter #rsmalliance #CPA
Abi: "Thankful for this cutie who came around Thanksgiving four years ago!" (This weekend, the True North team shares what we're thankful for.) #yyc #yycaccountant #yycsmallbusiness #yycbusiness #TNAgivesthanks #thanksgivinggift
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