Add Yahoo as a preferred source to see more of our stories on Google. Financial planning isn't the pen-and-paper activity it used to be. Lucky for advisors, abacuses and calculators you have to crank ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Project management is a simple concept but in practice, it’s a chaotic timeline twisted up with a thousand different priorities. You need to manage your team’s needs, project tasks and deadlines, all ...

The term "financial planning" covers a lot of area. On the high end, it can mean managing millions of dollars in assets, and continuously analyzing the results, yields and needs to determine the best ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

Software development teams, with projects ranging from deployment of a cloud-based CRM to modernizing an invoice processing application, can be overwhelmed with not only the enormity of their tasks ...

Officially, tax season is over, other than the ongoing process of extensions and entities other than individuals having different fiscal years. And chances are, no matter how well you did for your ...

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, ...