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Blogs & Articles

What is an API?

API stands for Application Programming Interface.  With APIs, any two pieces of software can share data and work together, and they can do it all in one location in a manner that is seamless, safe, and secure. 
Without APIs, a software program is cut off from other software programs, working in a silo. The only way to get information from one system to another is through manual entry or using inefficient, unreliable, old-school file transfer protocols (FTPs).  

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A picture of grandparents with their grandson.
Blogs & Articles

Why we say “Fulfilling Legacies”

You may have noticed that Moneytree has begun using a new tagline in our marketing materials – Fulfilling Legacies. The change reflects our deep respect and admiration for financial planners and advisers and the very personal work you do. We are incredibly grateful for the opportunity to work alongside you, and it is our promise to give you the tools you need to help your clients fulfill their legacies.

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The Moneytree and Albridge integration is back!

The Moneytree integration with Albridge has returned under a new name, Pershing X. On March 14, Moneytree released an updated integration that will allow advisors to pull in their client investment data from Pershing X.

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Illustration of adults working with special needs children
Blogs & Articles

Preserving Quality of Life for People with Special Needs

Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.

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