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 ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

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

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed ...

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 ...

Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and ...

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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 ...

With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...