GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting ...

Explore our top picks for the best financial planning software, whether you're a budgeting beginner or a professional advisor. Find out which one is right for you.

Standout features. Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the ...

Investors at Goldman Sachs and Citigroup are getting behind a Canadian start-up that sells financial-planning software to banks and wealth management firms including Morgan Stanley and Raymond James, ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, ...

iStock / ArtistGNDphotography. After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they ...

Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, factoring in 250-plus inputs (versus 100 with the free planner ...