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 ...

COSTA MESA, Calif.--(BUSINESS WIRE)--Phocas Software evolved its business intelligence (BI) software for manufacturers, distributors and retailers to also solve their financial planning, reporting and ...

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 ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

PLEASANTON, Calif., Dec. 4, 2025 /PRNewswire/ -- Workday, Inc. (WDAY) (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, has been named a Leader in the 2025 Gartner ...

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 ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. Friedmann is trying to win advisors with its user interface, Michael Dutra, CEO of the fintech, said ...

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of upcoming changes, writes Andrew ...

Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from the proposed Future of ...