Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever before.

The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions. The Medicare professionals at 65 Incorporated have announced ...

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 ...

Based on the ASI Wealth Manager, goalgamiPro is a cloud application designed to assist advisors with simplified goal-based financial and retirement planning by providing a process to profile clients ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

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 ...

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 ...

Microsoft Planner vs Trello: Which one is best for you? Your email has been sent Discover the features, pricing, pros and cons of Microsoft Planner vs Trello in our comprehensive article that will ...