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S3 Ep5: Four of Fintech’s Most Disruptive Companies, with Simon Taylor
Fintech Takes
How to Democratize Your Tax Planning With Software
Playbooks is a new app that lets you do your tax and financial planning in one place. The company's founder says he wants to democratize access to this kind of advice for the wealthy. PFM CEO: "I worry that this is a feature, not a business" but it could be an exit strategy if they get acquired by Schwab or somebody like them as a business.
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