Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

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 ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

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 ...

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 ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

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 ...

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

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. Processing Content But for many advisors, that value proposition is insufficient ...

Creators are 1099 contractors responsible for their own taxes, savings, insurance, and planning. The freedom is huge, but so are the financial risks.