Social engagement
Social engagement: 58.2K social following, 8 posts in the last 12 months — below the industry typical range.
Recent activity
30 Jun 2026
Product launch
A.U.M.TM LIVE for Financial Advisors
22 Jun 2026
Event
AI Office Hours with Matt Reiner, CFA, CFP®
16 Jun 2026
Event
FPA Residency Fall 2026