With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...
Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to ...
Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
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 ...
Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...
Not long ago, the idea of artificial intelligence transforming financial planning felt more theoretical than immediate. But in late 2022, when ChatGPT burst onto the scene, the world became captivated ...
Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...
Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...
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Financial Planning Is Changing Fast. The CFP Board Chair on What New Advisors Need to Know.
Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...
Tampa Free Press on MSN
Why cybersecurity matters in financial planning: Protecting client data in a digital age
Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...
BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...
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