Seamless Data Gathering with Moneytree
Advisors still say data gathering is one of the biggest challenges in managing client accounts. With integrations from Albridge and MX, Moneytree makes the complex simple by bringing data together using modern technology.
In this webinar, join Patrick Spencer, manager director of Moneytree, and Matthew Garrett, product manager of Moneytree, to learn how to use Moneytree to gather client investments as well as held-away assets. Understand how OAuth Authentication makes account aggregation seamless and convenient by keeping accounts connected longer and making it easier to add accounts.
It’s time to stop having to ask for paper statements to be dropped off or scanned and emailed to you. It’s time to step into the future with modern, efficient technology.
All webinars Eastern Time.
Register to join. Hosted on Zoom.
February 2, 2023, 1:00pm - 2:00pm