Articles tagged "MoneyGuide Pro"
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With Anil Arora gone, Jud Bergman comes clean with Wall Street about the need for cleaner, more API-friendly Yodlee data -- causing investors to pare Envestnet shares by 6%
The 19-year chief of the data aggregator left behind Yodlee accuracy and API access issues, but ex-Tamarac chief Stuart DePina can get it on 'the longer road to get to the ultimate destination' by making Yodlee accurate, accessible, useful and profitable
May 21, 2019 at 8:06 PM
How Shuang Chen vaulted his 2015 planning start-up into MoneyGuidePro and eMoney contention by finding a 'Goldilocks' niche neither too light nor too heavy
His Right Capital just raised $3.7 million for a bootstrapped software firm that inked deals with firms like Commonwealth, Betterment and XY Planning
February 21, 2019 at 10:11 PM
FolioDynamix president uses conference to KO robos and call them a 'free beta test'
A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility
September 23, 2016 at 6:23 PM
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
