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 ...

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 ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial ...

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 ...

Most financial services are designed to manage people’s money for them. Boldin is designed to help people understand 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 ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

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

Conquest Planning Inc. ("Conquest"), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built ...