The best financial planning software allows you to track ... Each works well as a standalone solution for financial planning or in conjunction with working with a financial advisor.

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

The IT channel has a new member this week as a venture capital firm has purchased the Assurance Business Continuity Management Planning ... Assurance Software out of Sungard AS as a standalone ...

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 ...