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

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

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 ...

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 ...

Level Financial Advisors lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.8% during the ...

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 ...