Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Planning for retirement can be tough, especially when you leave your cushy corporate job, like I did. Three years ago, I pivoted from being a software engineer to being a writer and exploring my ...

Retirement plans that have long-term future needs into consideration can obviously be complicated and messy, so retirement software organizes that murky information into simpler, straightforward ...

OnPointe Software is now releasing OnPointe Retirement Planner, which can be bundled with its Risk Analyzer software suite. OnPointe Retirement Planner is a robust retirement planning application with ...

Asure Software has announced a strategic partnership with PensionBee to provide employees of Asure's payroll and HR clients with a simplified way to manage their retirement savings by consolidating ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...