Weekly Webinars

Addepar: Using Data to Deliver UHNW Planning

Wed, Dec 1, 2021 | 1:00 PM - 2:00 PM EST

Connect MoneyGuide's financial plans with Addepar's wealth management platform so you can have confidence that you're always using the most up-to-date account data when building a plan or presenting reports.


Embracing Digital To Attract Tomorrow's Customer

Thu, Dec 9, 2021 | 2:00 PM - 3:00 PM EST

Join guest speaker, Forrester senior analyst Vijay Raghavan, and MoneyGuide for a discussion on the research trends driving how customers interact with their finances and how financial advisors dispense financial advice.


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