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 ...

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

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 ...

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

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

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 ...

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 ...