There are many free and paid digital tools available to help you track retirement savings and budget for the future.

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, ...

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 ...

And so it's notable this month that the specialized planning technology platform Wealth.com has announced a whopping $65 million Series B funding round led by Charles Schwab, which per its press ...

If you are mapping out your wealth goals for the year, developing the right strategy to earn, save, and invest can seem daunting. If you haven’t yet, it’s a good idea to take the time to create an ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

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 ...

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and ...

The $58 billion wealth manager aims to make estate planning accessible across all client segments using multiple tech ...