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 ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

To make evidence-based decisions for your business, you need financial reporting software that makes it possible to import and analyze your financial data and accounting statistics. However, the ...

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

TORONTO--(BUSINESS WIRE)--Fluence Technologies, Inc., the only provider of purpose-built financial consolidation, close and reporting cloud software, today announced the acquisition of XLCubed, Ltd., ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Nate Bek on Sep 12, 2023 at 5:00 am ...

Oracle has augmented the capabilities of its Hyperion financial analytics software with new modules to help bean counters streamline specific financial management tasks. The modules will be available ...

Joint solution simplifies access to governed, production-like test data through synthetic data generation and masking, strengthening compliance for financial services, insurance, and telecom ...