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 ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Based on the ASI Wealth Manager, goalgamiPro is a cloud application designed to assist advisors with simplified goal-based financial and retirement planning by providing a process to profile clients ...

Check out our comprehensive list of the top resource management software that can help you effectively track and optimize your resources. Best for affordability: Resource Guru Best for intuitive ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Tom’s Planner, a Dutch maker of Web-based project planning and management software, has acquired one of its competitors, Y Combinator and 500 Startups-backed Gantto. Terms of the acquisition were not ...