What Are Digital Financial Planning Platforms? Digital financial planning platforms are online tools or applications that provide individuals with a convenient and accessible way to create and manage ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Your clients expect more than portfolio management — they want comprehensive wealth planning that protects their legacy. But selecting estate planning technology that actually delivers on its promises ...

RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining its ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (BR) (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology ...

Broadridge Financial Solutions, Inc. has acquired plan technology provider iJoin, a provider of participant onboarding, engagement and analytics technology solutions for the retirement industry. iJoin ...