Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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, ...

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 ...

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 ...

A holistic financial plan goes beyond—here’s how to approach it.

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning software makes it possible for anyone—from individuals to advisors at large firms—to make ...

Lumiant, an Australian company founded in 2020 that develops financial planning software, made its official U.S. debut Tuesday. More than 150 advisors to over 4,000 households already use the software ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

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 ...