TORONTO--(BUSINESS WIRE)--Una Software, the company redefining Financial Planning & Analysis (FP&A) with AI-powered, performance-driven planning, announced today it will unveil its latest product ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

BIRMINGHAM, Mich.--(BUSINESS WIRE)--OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, ...

Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...

Only half of the 2,906 respondents say they are using any search or generative AINEW ORLEANS--(BUSINESS WIRE)--#AIGenerative--Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of ...