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 ...

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 ...

Oracle Cloud EPM positioned as a Leader based on "Completeness of Vision" and "Ability to Execute" AUSTIN, Texas, Dec. 12, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2023 Gartner® ...

Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

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 ...

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

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 ...

Whether you’ve decided to start a business in retirement or you’re making the leap to trade your day job to fulfill your passion, handling your small business’s finances can get complicated and messy ...

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