EPISODE · Jan 20, 2017 · 7 MIN
FPPad Bits and Bytes for January 20, 2017
from FPPad · host Bill Winterberg
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 […]
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FPPad Bits and Bytes for January 20, 2017
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