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

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

An expert software engineer reinforced digital banking and lending platforms, helping them improve data flow, resolve service issues quickly, and serve millions ...

In a nutshell: Microsoft has just introduced yet another feature for its Copilot service, an extension designed to provide "intelligent" advice and automations based ...

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, ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

IBM said Thursday it has purchased financial governance software maker Clarity Systems. Terms were not disclosed. Clarity Systems, based in Toronto, has some 600 customers around the world. Its ...