financial planning software

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 […]
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