These financial planning tools improve data analysis, help mitigate risk, and make it easier to budget for the future.

Board, the global leader for Intelligent Planning Solutions, ... Gartner, Magic Quadrant for Financial Planning Software, Regina Crowder, Farrah Watson, Matthew Mowrey, December 2023 (TBA) ...

Goals-based financial planning software has become an essential tool for growth-oriented financial planners and fiduciary wealth managers. But with the the expanding role of planning technology ...

American Software, Inc. (NASDAQ: AMSWA) today announced that its Board of Directors declared a quarterly dividend of $.11 per share. The dividend is p ...

The CFP Board has released a "Generative AI Ethics Guide" to help steer financial advisors' use of artificial intelligence-based technology.

Onebrief CEO Grant Demaree said the collaboration software startup is “just shy of profitable.” Getty. Venture firm General Catalyst is leading a $50 million funding round into Onebrief, a ...