Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

EDISON, NJ, UNITED STATES, January 5, 2026 /EINPresswire.com/ — MentisSoft launches FundThrive a dynamic donor management and fundraising software designed for non-profits and independent schools to ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

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

Different financial platforms and institutions specialize in different services, making it tempting to manage one’s finances across multiple platforms instead of just one. While practical on paper, ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Most organizations are in a state of perpetual motion, and their finance operations reflect that. With business constantly changing, the most successful enterprises are those with finance teams that ...

Wealthtech company Orion Advisor Solutions has expanded its partnership with DPL Financial Partners, an insurance management platform for registered investment advisors, to provide direct access to ...

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Ronnie Sansom, CFP ®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones with $110 million in assets.