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

Microsoft Planner is a simple task board app that makes it easy to organize projects, share tasks, and collaborate quickly.

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Charles Schwab announced Thursday the launch of Schwab Plan, a self-guided digital financial planning tool designed to help investors establish retirement goals and stay the course. The free tool is ...

Posts from this topic will be added to your daily email digest and your homepage feed. The new Microsoft Planner experience will be available in Teams sometime in spring 2024. The new Microsoft ...

Microsoft has launched its new Microsoft Planner project management tool and it is now available as part of the company’s Office 365 suite. The tool is being made available to people who have ...

Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is meant to simplify the process ...

Google announced they are migrating three existing AdWords tools directly into a new version of the Google Display Planner. Specifically, the Contextual Targeting Tool, the Placement Tool and the ...