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Data Integration Partners  
 
The following are organizations that import/export data with Money Tree Software.
http://www.trustasc.com/ http://www.act.com/
http://www.act4advisors.com http://www.climark.com
http://www.advisorexchange.com http://www.albridgesolutions.com
http://www.collegiatefundingsolutions.com http://www.fcsi.com/products/dbcams.htm
http://www.junxurei.com/index.html http://www.laserapp.com
http://office.microsoft.com/en-us/default.aspx http://www.portfoliodirector.com
http://www.spectruminput.com/products/precisefp/index.html http://www.protracker.com
http://www.redtailtechnology.com
http://www.schwabpt.com/default.asp
https://secure.webally.com
 
 
TOTAL Task Wizard  
 

Looking to import from our Data Intergration Partners? Download the TOTAL Task Wizard
Click Here!

 
 
Don't See It?  
 

Are we missing the program you would like to integrate with?  Call us at (877) 421-9815 ext. 315, or send your request to us at Donnie@moneytree.com so we can work on an integration system.

 
 
 
 
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