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

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 ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Based on the ASI Wealth Manager, goalgamiPro is a cloud application designed to assist advisors with simplified goal-based financial and retirement planning by providing a process to profile clients ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Included with Estate Plan Plus is an estate planning presentation and overview software tool, Visual Estate Plus, whose goal is not planning software per se, but rather to help convince clients of the ...