The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ...

COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...

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, ...

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (MORN) (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for ...

DENVER, CO / ACCESSWIRE / October 30, 2024 / Next Level Advisors, a leader in on-demand financial advisor training, is thrilled to announce the launch of DRIVE™, an innovative AI-powered marketing ...