Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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, ...

A holistic financial plan goes beyond—here’s how to approach it.

It’s no secret that managing personal finances can be a headache — especially when you’re new to it all. Learning how to effectively control your spending and save for important milestones can feel ...

BOSTON, Massachusetts & CHIASSO, Switzerland--(BUSINESS WIRE)--Board, the global leader for Intelligent Planning Solutions, today announced that it has been named a Leader in the 2023 Gartner Magic ...

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 ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

AUSTIN, Texas, Jan. 17, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2022 Gartner Magic Quadrant for Financial Planning Software for Oracle Fusion Cloud Enterprise Performance Management ...