Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

It’s no secret that managing personal finances can be a headache — especially when you’re new to it all. Learning how to effectively control your spending and save for important milestones can feel ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to win advisors with its software’s user interface, Michael Dutra, CEO of the ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...