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Bucky Agency Reviews & Provider Details

Bucky Agency is the only development firm that specializes in integrating investment platforms with tax software for family offices and multi-service wealth firms. We eliminate the "Air Gap" between Orion and Thomson Reuters, build unified client portals with Section 7216 compliance, and automate K-1 processing—without forcing you to replace the systems your team already knows.

Seller

Discussions

Bucky Agency Community

Languages Supported

English

Services Offered

Software Development, Technology Consulting, Workflow Automation, AI Implementation

Locations Serviced

United States

Overview by

Brian Kelly

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Pricing

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Categories on G2

Digital Marketing

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