Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...

LONDON and REDMOND, Wash. — Oct. 13, 2025 — LSEG and Microsoft Corp. on Monday announced the next step in their multiyear, strategic partnership: transforming access to LSEG-licensed financial data ...