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

Find out if Jump is right for your business ...

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 ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

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, ...

T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...

Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...