Bullfinch Advisor Insight financial planning solution empowers your firm to deliver products and services through a fully assisted channel...

Bullfinch Wealth Suite adds support to insurance asset class. Insurance investments in your portfolio can now be tracked and monitored usin...

Overview   Bullfinch CRM helps businesses stay focused on their customers with innovative and effective approaches to marketing, sales ...

Bullfinch Wealth is a comprehensive, wealth management software designed to provide advisors with the tools they need to aggregate, allocate...

Capital Gains Tax Implications When you sell a stock you obtain a capital gain. In order to determine the capital gains tax you are subject ...