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Articles tagged "goalgamiPro"

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Neal Ringquist: We're doing it from the top down through enterprises and bottom up trying to convince advisors to buy it themselves.

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product

Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

October 11, 2011 at 4:53 AM

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