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

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

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 ...