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

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

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 ...

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 ...

Accounting software gives businesses a straightforward, affordable way to automate bookkeeping and accounting tasks, avoid costly errors and save energy on time-consuming financial tracking processes.

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 ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Lars Peterson joined Investopedia in 2023 as a senior editor of financial product ...

DENVER--(BUSINESS WIRE)--FarmRaise launched its novel product aimed at transforming the administration of farmer-facing programs, including financial incentives and sustainability programs. This ...