The #Financial Parser tool allow users to upload PDF financial statements directly from select institutions* and easily convert them into downloadable Excel files. Save time and money on manual input and spend more time on analysis for your clients!
2K Followers 2K Followinga2B Advisory Consulting offers Consulting and Training services: Change Management
Business and Process Improvement
Portfolio, Programme and Project Management
2K Followers 2K FollowingWhere else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?
58 Followers 247 FollowingIan C. Moyer Insurance Agency: Your trusted partner in financial security. Providing expert retirement income planning, investments, and insurance solutions.
1K Followers 1K FollowingB. Brandon Mackie, CFP® Fiduciary & Fin. Plan Advocate/ 20 Yr. Finl Svcs Vet/ Tweets are just me / Appreciation is the fuel in my tank for the drive in my heart
19K Followers 20K FollowingExplore the dreams and challenges of retiring today. Learn how to make retirement financially possible! https://t.co/Tdt4fOzjLs 😀 @DavidnDana
724 Followers 1K FollowingPersonal financial blogger, stock options trader, and startup coach. I enjoy helping others reach their full potential. Need startup coaching? let me know.
60 Followers 191 FollowingRetweets are not an endorsement. They are provided for information purposes only and may not reflect the opinions of Capstone.
344 Followers 840 FollowingInvestors Group Financial Services Inc. Consultant John Williston and Investors Group Securities Inc Consultant Sean MacGillivray. 867-873-3000
388 Followers 668 FollowingPrincipal of McEachnie Matthews Group Private Wealth Management at Investors Group Financial Services Inc. CFP, CPCA, CDFA, RRC. 519-886-2360 ext. 6241
8 Followers 1 FollowingExecutive Financial Consultant with Investors Group Financial Services Inc., specializing in investment and tax planning strategies.
6K Followers 7K FollowingCo-founder of Olympian Financial, I am a CA, CFP who helps clients and promotes financial advisors to achieve their potential.
58 Followers 247 FollowingIan C. Moyer Insurance Agency: Your trusted partner in financial security. Providing expert retirement income planning, investments, and insurance solutions.
2K Followers 2K FollowingWhere else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?
690 Followers 546 FollowingFinancial planner for u55 business owners and professionals. I'm not your parents financial planner! Here to help build your wealth. Tweet =/= recommendation
640 Followers 49 FollowingGrow Your Wealth. Get Smarter. Become More Efficient. Take Control of your Life, all in One Shot. Want to learn how? Follow for daily advice.
18K Followers 6K Following#StartUp | #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Former Legislature Candidate Subscribe to my newsletter at https://t.co/lVqlw9IyUq
1K Followers 1K FollowingB. Brandon Mackie, CFP® Fiduciary & Fin. Plan Advocate/ 20 Yr. Finl Svcs Vet/ Tweets are just me / Appreciation is the fuel in my tank for the drive in my heart
2K Followers 3K FollowingFinancial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
41K Followers 3K FollowingTwo 30 something dudes who are blogging about #Investing, #Frugality, Passive Income & attempting to Reinvest Our Dividends to Financial Freedom!
5K Followers 356 FollowingFamily guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
2K Followers 764 FollowingI Help First Gen High Earners & Retirees Build & Grow Wealth | Host @BBFF_podcast | FinEd/FinTech Brand Partner | Public Speaker
11K Followers 4K Followinghelping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
4K Followers 340 FollowingWe’ll help you learn about #money so you can have the #freedom & #flexibility you crave! #PersonalFinance #FinancialIndependence #FIRE
467 Followers 182 FollowingWhere finance and relationships meet. Discussions that aim to share, learn and educate. We aim to promote and inspire healthy financial relationships.
827 Followers 71 FollowingTweets #ADHD #Money #Malaysia. Staying on birdapp till it turns to ashes. Thinking of starting an ADHD podcast. If she remembers about it.
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