After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they made their software choices.

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 choose different software to suit their practice’s needs. The first part of this series looked at how four leading financial planning and analysis software providers in the Canadian market — ...

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 ...

With Winford, advisors can save up to 92% of time spent on administrative duties, freeing up more time to focus on client ...

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 ...

The partnership will integrate Pontera’s client 401(k) oversight technology with Hightower’s advisory services.

Explore the key skills of a financial advisor, including financial literacy, planning, interpersonal abilities, analytical ...

Helping clients plan to achieve their financial ... a human auditor and a dedicated account manager. Financial advisors can recommend a software like Carefull to the financial caregivers of ...

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but ...