Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Surprisingly, the second-most-adopted software is not portfolio-management software. It is financial-planning software, used by more than 82% of advisors (up from about 79% in 2021).

Moneytree: An early pioneer in financial planning software, Moneytree was founded in 1981 to provide advisors and planners with mathematically advanced tools that can help them create a repeatable ...

Independent advisors, registered representatives, and accountants have come to rely on sophisticated financial software to help them devise appropriate investment and retirement plans for clients.

Financial planning isn't the pen-and-paper activity it used to be. Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past.

Naviplan, Money Guide Pro and Advisor Vision Top List of Best Financial Advisor Software By Howard J. Stock September 13, 2010, 3:42 p.m. EDT 2 Min Read Facebook ...

One technology stumbling block for financial advisors has been finding ways to share data across divergent systems and/or software. Typically, software manufacturers have limited the number of ...

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