Portfolio management software can track your portfolio ... In terms of wealth management, Personal Capital offers robo-investment services as well as real human financial advisors.

Here are the best personal finance management software options available today. Why we recommend it: Empower Personal Dashboard (formerly Personal Capital) is a free investment-tracking app that ...

Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...