Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning software makes it possible for anyone—from individuals to advisors at large firms—to make ...

Lumiant, an Australian company founded in 2020 that develops financial planning software, made its official U.S. debut Tuesday. More than 150 advisors to over 4,000 households already use the software ...

A holistic financial plan goes beyond—here’s how to approach it.

There were lots of innovative products and services that financial advisors are looking over at this week’s annual Technology Tools for Todayconference (T3 Conference) in Miami (which ended Wednesday) ...

Morningstar’s global financial planning ambitions are coming into focus as the company announced the acquisition of PlanPlus Global, a financial planning and risk metrics software provider. With its ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

For $145 million, the Concord, California-based TAMP, which provides outsourced investment management and technology to independent financial advisors, will acquire Voyant, a financial planning ...

Regular listeners of the Motley Fool Answers podcast will know that Alison Southwick and Robert Brokamp are full of excellent investing and personal finance advice. But for this episode -- which they ...