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, ...

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 ...

Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning ...

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 ...

The news was worth the wait. Based on our goals, the money we've saved and how much we spend, my wife, Georgina, and I should be OK in retirement even if our investment returns are below average, ...

Partnership offers comprehensive end-to-end benefit administration solutions to pension plans across the public and private sectors. GREENWICH, CT, UNITED STATES ...

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 ...

If you’re looking for ways to track your savings and financially map out your retirement years, there are many digital options available. Some are free, while others come at a cost or charge ongoing ...