CHICAGO, Jan. 27, 2026 /PRNewswire/ -- Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors ...
We were previously on the old server-based version of Junxure. It was a clunk factory. With Junxure, the flexibility wasn’t there. It was its own big beast. We knew we needed to get something that we ...
The adviser world returned from the July 4 holiday ready to spend some money on technology. First Trust became the latest asset management firm to buy a direct indexing fintech with its acquisition of ...
TEXAS, UNITED STATES, February 21, 2023 /EINPresswire.com/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a ...
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