Wave is a good option for accounting software, but it has certain limitations. Consider seven Wave alternatives that can grow ...

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 ...

Money Lover is a simple online money management tool that lets you keep a record of your earnings and expenses. The free version of this tool allows you to add only one wallet to your account. If you ...

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

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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 ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

Keeping your finances in order can be a tricky task, no matter who you are—a single college student, a parent budgeting for an entire family, or a high-net-worth widow. Not everybody is spreadsheet ...