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

Edelman has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the ...

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 ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

Arete Wealth, a full-service broker-dealer and RIA with more than 100 offices across the country, is entering the direct-to-consumer digital wealth race. Thanks to a technology licensing agreement ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 31, 2023, 10:53am EDT Nov 10, 2025, 07:26am EST This ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.