AdviceOS and Moneysoft Integration Webinar
The integration between Midwinter’s AdviceOS and Moneysoft’s Fact Find allows clients to seamlessly push and pull data between the two systems, while advisers can control which system data is populated and used as the source of truth.
In this webinar we cover:
- An overview of the Moneysoft Fact Find solution;
- An overview of AdviceOS Financial Planning software;
- How this integration works to streamline collection and management of client data.