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.

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).

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 ...

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 ...

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 ...

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.

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 ...

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 ...