Technology can help you run your business more efficiently and produce better results for your clients. A majority of ...

If you’re looking for ways to track your savings and financially map out your retirement years, there are many digital options available. Some are free, while others come at a cost or charge ongoing ...

OnPointe Software is now releasing OnPointe Retirement Planner, which can be bundled with its Risk Analyzer software suite. OnPointe Retirement Planner is a robust retirement planning application with ...

The first realistic retirement stress test that increases clients' confidence, not their anxiety. GOLDEN, Colo., May 16, 2023 /PRNewswire/ -- Income Lab, the leading provider of retirement income ...

BOSTON -- In among the year-end statements now arriving in your mailboxes from financial-services firms are invitations to use their retirement-planning calculators. You'd be wise to ignore that offer ...

How do you do your taxes? Do you or your accountant use tax preparation software? Most people do. Only 10% of taxpayers don’t, according to the national taxpayer advocate’s recent report to Congress.

FORT MYERS, FL, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion ...

The software focuses on helping clients coordinate their financial resources and extend the life of their retirement savings. How a new retirement savings act will ...

RESTON, Va.--(BUSINESS WIRE)--Software AG (Frankfurt TecDAX: SOW) announced that the California State Teachers’ Retirement System (CalSTRS), America’s second largest public pension fund and a Software ...