InvestmentNews

Top financial analysis software for advisors and RIAs

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...
InvestmentNews

Top HFT trading software for high-speed execution

For financial advisors and RIAs, understanding how HFT trading software works is essential for staying competitive. The best ...

Why software is still only one tool among many for financial planners

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...
Business Wire

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...
MarketWatch

Holistiplan Makes Waves With Industry Award Recognition for Insurance Risk Review Tool

Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review ...
The Florida Times-Union

RightCapital Launches Advanced Business Planning Features, Enabling Advisors to Deliver Expanded Value and Clarity to Business Owners

Advisors can now model clients’ businesses into their financial plans, ensuring their complex needs are taken into account. SHELTON, CT / ACCESS Newswire / September 23, 2025 / RightCapital, the ...
USA Today

RightCapital Unveils Cutting-Edge OCR Solution to Automate Financial Plan Transitions from the eMoney Platform to RightCapital

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...