What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Study finds tech gaps, rising AI use, and surging crypto interest challenge advisors’ growth plans. There’s a widening gap ...

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

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial ...

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The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...