The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

Building a financial plan without an advisor is increasingly realistic as digital tools replace more Traditional paper-based ...

Learn about the tools that help you run a smooth business, mitigate your stress levels, and gradually help you take your business to the next level. Since the era of digitalization of everything does ...

In our increasingly digital world, managing personal finances has evolved from the traditional paper-and-pencil methods to a more streamlined, tech-driven approach. This shift has made it possible to ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

The ever-evolving financial sector has been seemingly attracting cutting-edge technology over the last few years, with blockchain technology and digital currencies trying to help traditional finance ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. The financial side of owning a small business can consume countless hours each week. With ...

Katherine Garcia had a life-changing experience in 2016. Her mom had lost her job, and the now 29-year-old was faced with the prospect of having to provide financial support to a parent. "That was a ...

Small businesses often use a variety of tools and techniques for measuring performance and forecasting future financial returns. Financial forecasting is the business function responsible for ...

Despite spending trillions of dollars per year on commercial services, middle market companies are often overlooked by financial providers. Technology can change all that. Over the last 20 years, ...

When workers have access to and utilize financial tools, they make smarter financial decisions, reduce stress and feel more supported by their employers, according to a recent survey from financial ...

Using the right financial tools to manage a skilled nursing facility can help balance the needs of various departments with those of your patients. To maintain a sound fiscal policy means implementing ...