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

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 ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

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, ...

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

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...