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

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

RetirementWORKS, Inc., a subsidiary of Still River Retirement Planning Software, has released a new financial planning site for those approaching or who are already in retirement. A news release said ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...

Tom’s Planner, a Dutch maker of Web-based project planning and management software, has acquired one of its competitors, Y Combinator and 500 Startups-backed Gantto. Terms of the acquisition were not ...