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 ...

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 ...

Advisors can now model clients' businesses into their financial plans, ensuring their complex needs are taken into account. SHELTON, CT / ACCESS Newswire / September 23, 2025 / RightCapital, the ...

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...

This naming follows another recent award-winning recognition for advancements in AI after the launch of the CCH® Tagetik Intelligent Platform. “This acknowledgment marks the 5 th time Wolters Kluwer ...

Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review ...

The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and ...