Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

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 ...

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 ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Managing director of The Risk Store Peter Wincott said that the client relationship management (CRM) opportunities provided by software are being particularly under-utilised. "A lot of financial ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...

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 ...

Financial services specialist, Fiducian Group, has announced a series of enhancements to its online offering in a bid to help support Australian financial planners with integrated online services. The ...