Tag: financial planning software

Key Canadian FinTech investment stats in Q2 2025: Canadian FinTech surged by 2.3x YoY in Q2 Average deal value increased to $19.2m as investors...

BMO has joined forces with financial planning software company Conquest Planning to launch My Financial Progress, a new digital experience designed to help Canadians take greater control of their finances.

Jump and RightCapital have announced a new partnership aimed at transforming how financial advisors manage client relationships and streamline planning processes. The collaboration brings together...

In an evolving financial landscape, institutions require powerful tools to manage complex structures efficiently. Financial planning software has become a critical asset for banks, asset managers, and financial advisors, enabling them to refine strategies, automate workflows, and deliver data-driven investment insights to their clients.