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 ...

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 ...

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, ...

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New DIY financial-planning software Living Ledger launches in May, enabling easy, device-independent financial management. Living Ledger makes financial planning accessible to everyone in a ...

TECHNOLOGY TOOLS CAN HELP personal financial planners provide reliable cost-effective services to clients. This article presents a range of useful personal financial planning (PFP) software as well as ...

Plumvo, a consumer-facing financial-planning software provider that also catered to financial advisers, announced to its users via email that it will be calling it quits Sept. 15, leaving industry ...