Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Included with Estate Plan Plus is an estate planning presentation and overview software tool, Visual Estate Plus, whose goal is not planning software per se, but rather to help convince clients of the ...