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FPPad is the independent financial advisor's leading source for technology news and information.
In this week’s top advisor technology stories: Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital The XY Planning Network inks an enterprise pricing deal with eMoney Advisor Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 customer accounts, and Document management provider Cabinet Paperless gets acquired by […]
FPPad
FPPad is the independent financial advisor's leading source for technology news and information.
