financial planning software

January 26, 2024

Ladder And Envestnet|Moneyguide Announce Integration to Provide Advisors Access to Insurance Offerings at T3 Conference

Announced at the Technology Tools for Today (T3) Conference this week in Las Vegas, Ladder, the insurtech offering digital, flexible life insurance in minutes, announced an […]
June 10, 2020

Financial Planning Magazine: Get the Story Right

By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
March 29, 2019

Winners and Losers at T3’s 2019 Advisor Tech Conference

By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
November 15, 2018

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
December 19, 2016

Quick Takes: AskTRAK by Trust Builders, Inc

This article is the first in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]