A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients RIA Intel – (February 2022)

You Can Offer Advanced Planning To Every Client With The Right Tech FA Magazine – (February 2022)

Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice Yahoo! Finance – (January 2022)

Envestnet | MoneyGuide, FP Alpha Announce Integration | t3 Technology Hub t3technologyhub.com – (January 2022)

The future of financial planning software Citywire – (January 2022)

Four Financial Advisor Trends Reshaping #AdvisorTech Kitces.com – (January 2022)