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.