As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Kestra's investment in advanced planning also includes a new partnership with RightCapital, giving Kestra-affiliated advisors access to a powerful suite of planning solutions. These tools integrate ...

NEW YORK--(BUSINESS WIRE)-- Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic ...

NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has been named as a Leader in the Gartner Magic ...

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 ...

Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

The collaboration provides advisors and agents with the first, fully integrated annuity, life and long-term care sales experience, from advisor-centric quoting to interactive “Sales Stories” and ...

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 ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

Wolters Kluwer Named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software for the Fifth Time for Its CCH Tagetik Solution Wolters Kluwer, a global leader in professional ...