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

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Urebal won Best Stock Portfolio Management Software and the Best Investment Management Software, showcasing its excellence and efficiency in the financial technology space. Why? According to Goodfirms ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...