Planning software is a little bit more expensive, with packages like MoneyGuidePro and RightCapital running about $1,000 to $1,500 a year, with a few like eMoney Advisor priced around $3,000 per year.

The Purpose of Financial Planning Software As an advisor, I've used or tested just about every comprehensive planning software on the market.The impetus has always been one of necessity rather ...

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 ...

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.

"Financial planning software is fundamentally a collection of calculators that work in concert as an engine to solve household needs," says John Amore, executive vice president and head of wealth ...

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

Twenty percent of advisors say they are currently not using any financial planning software, a 16-point increase from the 2019 survey. Factor in that some advisors are using in-house solutions or ...

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.