Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual one-page financial plan that can be used as a client landing ...

Denver-based retirement management software provider Income Lab said advisors can now subscribe to their "Life Hub" financial visualization tool without signing up for the company's entire retirement ...

Opinions expressed by Entrepreneur contributors are their own. An investor one pager is that very short document that sums up your startup. Its main purpose is to grab the investor’s attention, help ...