How a Mobile App and Open Integration Benefit Bank and Trust Firms’ HNW Clients
You’ve likely heard for the last few years that your institution needs to offer clients a mobile financial experience. At some point in the past you may have...
Eliminate Manual Data Input, Save Time, and Create Comprehensive Financial Plans with the Wealth Access and MoneyGuidePro Integration
As a financial advisor, one of the most difficult aspects of your job is effectively managing client attitudes and behavior when financial markets dip. While...
PIEtech® and Wealth Access Announce Strategic Integration Enabling Full Data Sync and Additional Enhanced Capabilities
PIEtech®, the creator of the leading financial planning software for advisors MoneyGuidePro®, announced today the completion of a deep integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, providing a comprehensive portal experience for advisors and investors.
How Investing in Client Portals Builds Revenue & Reduces Cost
Learn how client portals can help improve your top- and bottom-line and the best ways to implement them in your firm.
How the Aggregation of Client Account Data Can Dramatically Alter Your Proposals
Have you ever thought of booking a beach holiday and then, the very next day, every Google ad you see advertises a beach vacation? You know you didn’t search...FOLLOW US
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