Which Financial Planning Software is Right For You?
This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Linda Brady, Senior VP, EnvestNet Panelists: Bob Curtis, CEO, PIETech – makers of MoneyGuide Pro Dr. Linda Strachan, Zywave – makers of NaviPlan Dr. Alex Murguia, CEO, inStream Solutions Oleg Tishkevich, Founder […]
