An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

In today’s financial markets, speed greatly impacts success. Even a millisecond can separate profit from loss. This is where HFT trading software steps in. This software is built to execute thousands ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Financial Planning Software. This marks the fourth ...

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

This naming follows another recent award-winning recognition for advancements in AI after the launch of the CCH® Tagetik Intelligent Platform. “This acknowledgment marks the 5 th time Wolters Kluwer ...

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 ...

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 ...

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 ...