What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial ...

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

Study finds tech gaps, rising AI use, and surging crypto interest challenge advisors’ growth plans. There’s a widening gap ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Find out if Jump is right for your business ...

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, ...