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  • moneyedgepro.com
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The MoneyEdge software was designed by Innovative Money Software (IMS), a privately-owned company founded in 2004 by active financial advisors seeking a better way to develop and present financial planning solutions to our clients. ​ The original..
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  • www.ifprofessionals.com
  • 1
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In 2014, Independent Financial Professionals (IFP) was formed to help other independent advisers be "on their own but not alone". IFP is committed to creating a culture of partnership to share best practices and ideas with each other. The focus is to..
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