Data Integration Partners:
Money Tree Software has import/export capabilities with 18 third-party software companies including asset aggregators, CRMs and portfolio managers,
including Advisor Exchange, Junxure, Portfolio Center and more.
Ready to start importing?
Money Tree Software is a charter member of Your Silver Bullet, an association of financial services software firms dedicated to making software
that "plays well" together. Our goal is to make data integration among our separate programs seamless (and painless).