PlanPerfect, the strategic planning software platform for nonprofits, today announced the release of PlanPerfect 2.0. The update builds on the company’s mission to empower nonprofits to scale their ...

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Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...