Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

Eligible for inclusion in the New Technology Report were only those technologies and software introduced within the past 24 months that cater to financial advisors and the financial management ...

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

"Financial planning software is fundamentally a collection ... executive vice president and head of wealth management at Austin, Texas-based Kestra Financial. Just as you choose a car with the ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Workforce management software allows businesses to manage ...

Captrust Financial Advisors lessened its stake in Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT – Free Report) by 2.7% ...

The higher-tier plans include the financial features you ... The Forbes Advisor list of the best construction project management software is a great place to start but you may find that software ...

SEI Investments announced this morning that it had entered an agreement to acquire LifeYield, the leading provider of multi-account tax management software. LifeYield has been renamed SEI LifeYield.