fpPathfinder partners with Moneytree Software to create knowledge integration
FOR IMMEDIATE RELEASE fpPathfinder and Moneytree Software are excited to announce their Knowledge Integration partnership, bringing together their powerful tools to enhance the financial planning experience. As part of this strategic collaboration, Moneytree Software’s robust financial planning tools will be seamlessly integrated with fpPathfinder’s comprehensive checklists, flowcharts, and summary guides. These guides are designed to […]
Moneytree launches innovative planning platform to revolutionize client-advisor relationships
FOR IMMEDIATE RELEASE Moneytree Software has launched a new, game-changing financial planning platform that empowers advisors to capitalize on changing investor expectations and grow their business. Recent research has shown that today’s clients care as much about their relationship with their advisors as they do about their portfolio performance. They value trust and understanding, and […]
What the new CFP tech guide is all about
If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re experienced. You’re intelligent. You’re accountable. But what about the software you use to apply your knowledge and expertise to real-world situations? Does your technology meet professional standards, too? And what […]
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.