With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

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, ...

There are many free and paid digital tools available to help you track retirement savings and budget for the future. Retirement planning tools vary in complexity, with some offering a simple overview ...

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning software makes it possible for anyone—from individuals to advisors at large firms—to make ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

Lumiant, an Australian company founded in 2020 that develops financial planning software, made its official U.S. debut Tuesday. More than 150 advisors to over 4,000 households already use the software ...

Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering. The company ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

Estate planning may be one of the core services you offer your clients as an advisor. Utilizing the right tools can make crafting personalized estate plans easier and more efficient. If you're ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...