Sierra Mutual Funds , a headquartered in Santa Monica , Calif ., has launched the Sierra Tactical Core Growth Fund , which , like other funds in the firm ’ s suite , uses a distinctive tactical investment approach to produce long-term returns while limiting downside risk . The fund seeks to achieve its investment objectives by investing in a combination of mutual funds and ETFs for exposure to U . S . and foreign equities ( including emerging markets ). Equity funds that decline in price to preset levels trigger sell signals , and these proceeds are then reallocated to either government bond funds or individual U . S . Treasury securities , conditionally based on a positive price trend signal . If neither equities nor U . S . Treasury securities are trending upward , the fund will hold sale proceeds in cash .

In favorable market conditions , the fund will invest at least 80 % of its net assets in equity funds , but there will be times when it will own less than 80 %. When that happens , Sierra may make changes in the target allocations across equity asset classes and fund categories and the specific equity funds in the fund ’ s portfolio .

For further information , visit sierramutualfunds . com .

Vlorish Launches Platform For Freelance Finance Management

Vlorish , a startup financial technology services company headquartered in Minneapolis , has launched an all-in-one platform for managing the finances of freelancers .

The platform offers freelancers , solopreneurs , independent contractors , and employees with side hustles a way to manage their personal and business finances in one place by offering features such as dual budgeting , debt tracking , financial goal setting , investment monitoring , estimated tax calculations , and comprehensive net worth tracking .

The platform also allows users to share budgets with their financial advisors .

The company says its suite of financial tools can help freelancers save over $ 7,000 a year by eliminating monthly bookkeeping fees , tax consulting , and subscription fees . A mobile application with the same functionality is scheduled for release in late fall of 2023 . For further information , visit vlorish . com .

TaxDome Adds IRS Transcript Retrieval Feature

TaxDome , a New York City-based allin-one platform for tax , bookkeeping , and accounting firms , has added a new tool that gives users access to IRS transcripts without having to navigate the federal agency ’ s website .

TaxDome ’ s innovative integration expedites and simplifies the process of retrieving IRS transcripts , which the U . S . Internal

Revenue Service maintains for taxpayers and businesses . The new platform features include a notification alert for transcript changes ; archived log-in access that reduces redundant steps and saves valuable time ; and easy setup through a settings tab .

Launched in March 2017 , TaxDome provides an intuitive , all-in-one cloud-based solution for tax practice management .

Envestnet , Iconik Partner To Empower Investor Proxy Voting

Envestnet , a financial technology services company headquartered in Berwyn , Pa ., has partnered with the firm iconik to provide advisors and their clients with a greater say in the proxy voting process .

Iconik is an automated , customizable proxy voting platform for financial advisors seeking to meet growing client demand for values-aligned investing . The company ’ s voting engine , called VoteForge , allows users to create customized voting profiles consistent with an investor ’ s values , preferences , and priorities .

Advisors can view key ballot items , as well as outcomes of votes on those ballot items , through a dashboard that displays relevant voting metrics . They can then share those results with clients , further strengthening client engagement .

The partnership aims to help financial advisors increase their client retention and further personalize the client experience .

To learn more , visit : https :// go . envestnet . com / 23 _ ENV _ PMC _ iconik

FPA Announces Three New Member-Benefit Partnerships

The Financial Planning Association , headquartered in Denver , has entered into key partnerships to benefit its member financial advisors .

The association has partnered with Las Vegas-based AdvisorPR , a division of public relations firm JConnelly in New York City , to launch a digital media training program to help members engage with journalists .

Media Mastery 2.0 includes one free module outlining how advisors can use the FPA ’ s MediaSource to respond to journalist queries , and is a prerequisite for any CFP professional member of the FPA who wants to be part of the FPA MediaSource platform . After the free module , the next four Media Mastery 2.0 modules are available to FPA members for $ 99 and to non-members for $ 199 .

The FPA has also partnered with TIFIN Wealth , a fintech company in Boulder , Colo ., which has agreed to give those FPA advisors with $ 100 million or less in client assets free access to the TIFIN investment platform . Members will gain access to a full suite of tools that enable them to assess risk , develop micro-plans , and match clients and prospects to investment strategies that align with their unique financial goals .

The FPA ’ s third partnership enables more than 8,000 financial advisors affiliated with Ameriprise Financial ’ s independent channel to receive discounted membership dues . The new program also offers an automatic FPA dues payroll deduction program to make it easier to join and renew association membership .

14 | FINANCIAL ADVISOR MAGAZINE | NOVEMBER 2023 WWW . FA-MAG . COM