Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers. These integrations enable a suite of new workflows with eMoney Advisor, Envestnet MoneyGuide and Libretto, allowing advisors to leverage Addepar’s data aggregation, ...
Envestnet MoneyGuide, creator of the industry’s leading financial planning software platform, today announced the enhanced release of MyBlocks, an innovative new digital client engagement tool. MyBlocks facilitates incremental financial decisions through a captivating user interface where key financial wellness ...