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 ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed ...

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

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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 ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial ...

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...