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Moneytree Software Brings Account Aggregation to its Flagship Platform
MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ — Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.
8 Ways to Prepare for the Great Wealth Transfer
Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?
Introducing Account Aggregation for Advisors
Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.
How to Build Your Digital Presence and Professional Network in 3 Easy Steps
Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.
How the Challenger Sales Method can Help You with Financial Planning
The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.
The Financial Advisors’ 2021 Digital Marketing Checklist
We put together the Financial Advisors’ 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.
2021 Tax Changes Available Now in Moneytree Plan
With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.
RMD Start Ages in Moneytree Plan
RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?
Take Control of Your Sales Process
What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.