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

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Included with Estate Plan Plus is an estate planning presentation and overview software tool, Visual Estate Plus, whose goal is not planning software per se, but rather to help convince clients of the ...

Founders Sophia Shaw and Adam Wolford bring decades of experience in nonprofit leadership, and technology development to ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Tom’s Planner, a Dutch maker of Web-based project planning and management software, has acquired one of its competitors, Y Combinator and 500 Startups-backed Gantto. Terms of the acquisition were not ...