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

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 ...

Business Account Clients Earned Over $45 Million in Interest in 2025, Demonstrating Growing Demand for Enhanced Business Cash Management Solutions ...

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 ...

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 ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

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 ...

Expert Consumers, an independent consumer research organization, has recognized QuickBooks as the leading accounting software for tax management in 2026. The recognition highlights QuickBooks' ...

(Bloomberg) -- Envestnet Inc., a provider of wealth-management software, is drawing takeover interest from buyers including Advent International and GTCR, according to people familiar with the matter.