Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

State-of-the-art financial planning requires state-of-the-art financial planning software. "Financial planning software is fundamentally a collection of calculators that work in concert as an ...

Among advisors offering financial planning to their ... comfortably ahead of MoneyGuidePro's 22.79 percent share and RightCapital's 20.68 percent adoption rate. The software also appeared to ...

PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial ...