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

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 ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

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 ...

Expert Consumers, an independent consumer research organization, has recognized QuickBooks as the leading accounting software for tax management in 2026. The recognition highlights QuickBooks' ...

(Bloomberg) -- Envestnet Inc., a provider of wealth-management software, is drawing takeover interest from buyers including Advent International and GTCR, according to people familiar with the matter.