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

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

The FAFSA rollout in 2023 was a disaster. The college financial aid application used by millions of American families is now officially open for the 2025-2026 school year -- 10 days ahead of schedule.

DoNotPay harnesses AI agents to facilitate procedural bureaucratic processes—most recently enabling students to apply for scholarships and financial aid. One of the most practical uses of AI has been ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

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 ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

Dallas-based Tyler specializes in financial software for public-sector institutions, such as local and state governments, and it sells its .Net-based software direct. Together, Microsoft and Tyler ...

OneStream Software LLC, a company that develops applications for accounting departments, today filed to list its shares on the Nasdaq stock exchange. The initial public offering will make 24.5 million ...