Advisors usually ask clients about their financial goals during the discovery process. For mid-career clients, this could be ...

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 ...

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 ...

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

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 ...

But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and planning for retirement. First, think about what you want to achieve with financial ...

A financial advisor is a catch-all term that includes ... Wealthfront also offers personalized recommendations with smart financial planning software. Ellevest offers individual taxable brokerage ...

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