Cloud Fintech Provider Moneytree Software Brings Account Aggregation to its Flagship Platform
In-demand feature comes to popular Moneytree Plan; saves advisors time and effort Moneytree Software, a leading provider of cloud-based financial planning solutions, announced the addition of data account aggregation into the Moneytree Plan platform. Moneytree helps financial advisors analyze client finances and deliver in-depth planning solutions. With account aggregation, advisors......
