Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

ROCHESTER, Mich.--(BUSINESS WIRE)--OneStream Software, a leader in corporate performance management (CPM) solutions for the world’s leading enterprises, announced it achieved exceptional results in ...

Financial planning isn't the pen-and-paper activity it used to be. Lucky for advisors, abacuses and calculators you have to crank are technology of the past. But while modernization has made math ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...