Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

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 ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

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 ...

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

Most financial services are designed to manage people’s money for them. Boldin is designed to help people understand their ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

Conquest Planning Inc. ("Conquest"), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...