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

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

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 ...

Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. Friedmann is trying to win advisors with its user interface, Michael Dutra, CEO of the fintech, said ...

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes ...