Wealth management and tax planning companies fell on Tuesday after privately held financial software provider Altruist Corp.

Altruist unveils AI tax planning tool, triggering fears of automation disrupting financial advisors as major stocks fall up to 8% ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

(Bloomberg) -- Envestnet Inc., a provider of wealth-management software, is drawing takeover interest from buyers including Advent International and GTCR, according to people familiar with the matter.