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, ...

Most advisory firms use three core technology platforms: portfolio accounting software to track investment portfolios, planning software to build plans and CRM software to keep track of all their ...

Choosing financial planning software can be a daunting task. Those ready for a change should consider RightCapital.

A "try before you buy" program for supply chain planning software, which can cost millions of dollars, is a radical idea. One supplier is willing to give it a try.

Forbes Advisor analyzed dozens of the leading solutions to find the best business plan software based on features, price, ease of use and more.

Getty Images While the best financial planning software is subjective, some software programs rise above the rest. Financial planning isn't the pen-and-paper activity it used to be.

Before 2000, financial planning software stood alone rather than being int- egrated with the rest of an adviser's technology, making planning difficult to scale, Mr. Hamaloglu said.

Do-it-yourself “legal” documents and estate planning software can be found in office supply superstores and scores of web sites. Some publications and advertisements lead a person to believe that they ...

Financial planning isn't the pen-and-paper activity it used to be. State-of-the-art financial planning requires state-of-the-art financial planning software. "Financial planning software is ...

These are some of the best financial planning software options available.

These are some of the best financial planning software options available.

Having a plan for your finances is crucial, and a comprehensive financial plan may include budgeting, saving, investing, paying off debt and creating a roadmap to retirement. Working with a ...