This naming follows another recent award-winning recognition for advancements in AI after the launch of the CCH® Tagetik Intelligent Platform . Madhur Aggarwal, EVP and General Manager of Wolters ...

New York – Dec. 8, 2023 – Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has been recognized as a Leader in the 2023 Gartner ...

With the recent interest gained by financial planning professionals in the use of reverse mortgages as a retirement planning tool, many in the industry have worked to educate financial planners of the ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

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 ...

Ninety-seven percent of verified end-users of CCH Tagetik are Willing to Recommend the comprehensive corporate performance management (CPM) platform NEW YORK, June 1, 2023 /PRNewswire/ -- Wolters ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale or go deeper with existing clients. FP Canada and financial planning ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

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 ...