Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney ...
The New Data Feed Integration Enables Advisors to Bring Zoe Wealth Platform Accounts Into eMoney, Helping Clients Keep Their Wealth Strategy Complete and Up to Date NEW YORK CITY, NEW YORK / ACCESS ...
New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results