What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

Phocas achieves 4 top-ranked positions and 16 leading positions across 3 peer groups in BARC The Planning Survey 26, the largest global planning survey of software usersCOSTA MESA, Calif., June 18, 20 ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including BlackLine ...

DUBLIN--(BUSINESS WIRE)--Research and Markets (http://www.researchandmarkets.com/research/ld6grp/industriuscfo) has announced the addition of the "IndustriusCFO ...

Thomson Reuters Tax & Accounting business plans to begin offering its Financial Analysis CS software free of charge to accounting firms starting June 1. Processing Content The software allows ...

72% of Financial Services Applications Contain Security Flaws; API-launched Scanning and Interactive Security Training Drop Probability of Flaw Introduction to 22% BURLINGTON, Mass.--(BUSINESS ...

San Francisco-based startup Jirav raised $8.3 million for its cloud-based financial planning software. Founded in 2015, the company helps more than 1,400 customers monitor, analyze, and forecast their ...