Epstein Files Search

firm that uses real-time data to generate proactive alerts for advisors, says Bill Winterberg, founder of FPPad.com, a Dallas-based technology consulting firm. "This includes updating information on current ... refinance an existing mortgage and realize cost savings over the life of their loan," Winterberg says. "Do not confuse the real-time data with data on holdings and portfolio positions ... such as mortgages, credit card debt, business loans." The other technologies are less automated, Winterberg says. "On the goal side, most platforms require advisors to manually open a plan