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

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

The FAFSA rollout in 2023 was a disaster. The college financial aid application used by millions of American families is now officially open for the 2025-2026 school year -- 10 days ahead of schedule.

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

The COVID-19 pandemic provided a unique opportunity for the fintech industry. It fast tracked a shift from traditional banking services predominance to the abundant digitalization of financial ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

The cloud’s advantages have overwhelmed earlier fears, and major companies have jumped in with both feet. Here’s why. With a footprint in 30 countries and a workforce of 22,000, Experian is a global ...

OneStream Software LLC, a company that develops applications for accounting departments, today filed to list its shares on the Nasdaq stock exchange. The initial public offering will make 24.5 million ...