There are many free and paid digital tools available to help you track retirement savings and budget for the future. Retirement planning tools vary in complexity, with some offering a simple overview ...

Iris offers AI-driven planning insights across the RightCapital platform, developed to save time and enhance planning ...

Discover top project management tools for Mac to facilitate task planning, streamline collaboration, and boost productivity in 2025.

The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

Based on the ASI Wealth Manager, goalgamiPro is a cloud application designed to assist advisors with simplified goal-based financial and retirement planning by providing a process to profile clients ...

Nialli Inc., a SaaS collaboration company and wholly owned subsidiary of Nureva, today announced its first product, Nialli Visual Planner, a cloud-based application that allows users to digitally ...

Tom’s Planner, a Dutch maker of Web-based project planning and management software, has acquired one of its competitors, Y Combinator and 500 Startups-backed Gantto. Terms of the acquisition were not ...