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

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

U.K.-based financial data management startup Finbourne Technology Ltd. said today it has closed on a £55 million ($70 million) middle-stage funding round to help make life easier for investment ...

NeoXam, a provider of financial data management and transaction software solutions, has integrated ICE Data Services’ pricing and reference data with its data hub. The collaboration will allow NeoXam ...