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 ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

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T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...

With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...

Many folks hired to be financial planners may not be planning their time well, a number of studies show. But those who do are more successful and tend to grow their firms with fewer drawbacks, such as ...

Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

With this new funding, the company’s total raised capital now stands at $65m.

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...