If you're looking for ways to track your retirement savings and financially map out your golden years, there are many digital tools available. Some are free, while others require a one-time payment ...

The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions. The Medicare professionals at 65 Incorporated have announced ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

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 ...

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 ...

Check out our comprehensive list of the top resource management software that can help you effectively track and optimize your resources. Best for affordability: Resource Guru Best for intuitive ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...