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

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 ...

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, ...

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 ...

BOSTON--(BUSINESS WIRE)--Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2024 Gartner Magic Quadrant for Financial Planning Software for the ...

Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...

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 ...

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 ...

Founders Sophia Shaw and Adam Wolford bring decades of experience in nonprofit leadership, and technology development to ...