Financial planning isn't the pen-and-paper activity it used to be. Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has ...

Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

There are four leading providers in the Canadian market: Conquest Planning, Naviplan, RazorPlan and Snap Projections. While ...

Conquest has raised a combined $35-million over two venture funding rounds, the most recent a $24-million Series A round in ...

Managing your finances can feel overwhelming, especially if you're just starting out. But with the right financial planning ...

30-day free trial for the Unlimited plan; a free version of the software is available for up to three users. Why we like Zoho for financial advisors: Zoho could be a good CRM solution for ...

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

Every client has financial goals. Goal planning in Advisors Workstation let's you have goals-based conversations with clients, then quickly connect those goals to an an easy-to-understand plan in ...