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

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Founders Sophia Shaw and Adam Wolford bring decades of experience in nonprofit leadership, and technology development to ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Microsoft Planner vs Trello: Which one is best for you? Your email has been sent Discover the features, pricing, pros and cons of Microsoft Planner vs Trello in our comprehensive article that will ...

Tom’s Planner, a Dutch maker of Web-based project planning and management software, has acquired one of its competitors, Y Combinator and 500 Startups-backed Gantto. Terms of the acquisition were not ...