Amore suggests considering the importance of ancillary planning services, such as a client portal or account aggregation, as part of your offering and looking for a software that provides this.

As a first initiative in the partnership, Remsoft has acquired Lim Geomatics, an Ottawa-based forestry software company specializing in geospatial and operational analytics.

Blending 21st-century technology with a personal touch is not just a goal at the City of Boerne—it’s a reflection of how the community operates.

These online services can assist in creating basic wills and intricate estate plans: For a customized all-in-one estate plan, Quicken provides software to create a will, power of attorney ...

Actions have consequences, and financial planning software helps you see exactly how different decisions impact your future. The best financial planning software allows you to track, analyze ...