All members of Margin of Safety Investing have free access to award winning financial planning and portfolio monitoring software from RightCapital.RightCapital's software is built to make the ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

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 ...

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

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

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of upcoming changes, writes Andrew ...