Nlogic has introduced its new standalone Video Planner software tool and is gearing up for the summer launch of the self-serve version of the ad planning solution. Video Planner is a reach and ...

Cash flow planning software has become one of the fastest-growing areas in the adviser tech market in recent years. There is significant behavioural science evidence which shows that if you involve a ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...