The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

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Trading today has little resemblance to what it was even a decade ago. Powerful digital tools have become the go-to ...

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We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...