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

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

Expert Consumers, an independent consumer research organization, has recognized QuickBooks as the leading accounting software for tax management in 2026. The recognition highlights QuickBooks' ...

Quicken is launching a new money management product for small business owners that will compete with banks and pull in bank account data from aggregators. The product is being released as an upgrade ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Sage - With robust support resources, an active user community, and regular feature enhancements, Sage provides not just accounting software but a complete ecosystem supporting business financial ...

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...