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 ...

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, ...

The FAFSA rollout in 2023 was a disaster. The college financial aid application used by millions of American families is now officially open for the 2025-2026 school year -- 10 days ahead of schedule.

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

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 ...

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 ...

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

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

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

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 ...

Dallas-based Tyler specializes in financial software for public-sector institutions, such as local and state governments, and it sells its .Net-based software direct. Together, Microsoft and Tyler ...