The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

PIEtech Inc., the creators of MoneyGuidePro, on Thursday announced the release of myMoneyGuide, the industry's first technology solution capable of delivering scalable, quality financial planning ...

With the recent interest gained by financial planning professionals in the use of reverse mortgages as a retirement planning tool, many in the industry have worked to educate financial planners of the ...

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 ...

Discussions around artificial intelligence were front and center at this year’s T3 Technology Conference. Held in Las Vegas in January and celebrating 20 years, the conference was a spectacular ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...