Osaic, one of the nation's largest wealth management solutions providers, has approved the integration GReminders' AI ...

Selecting the best CRM for financial advisors involves navigating a complex market of software designed to facilitate client relationships, manage assets and automate marketing. The objective is ...

Sequoia Financial Advisors LLC increased its holdings in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 2.4% during the ...

A robo-advisor can help you automate the process of investing for retirement and other financial goals. The robo-advisor concept is simple, but for new investors the idea of letting a software ...

Robo-advisors are essentially software platforms that invest on your behalf. A robo-advisor's job is to create an investment portfolio for you and then manage it over time so you don't have to ...

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.

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 ...

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

As firms compete for advisors, investment solutions are among the time-saving lures they’re dangling. Wellington-Altus Financial Inc. added fresh bait this month with the official launch of ...

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, ...

Financial advisors and dealers who want to offer alternative investments will soon have an option to streamline and scale the investment process. Toronto-based Obsiido Capital Management Ltd. is ...