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

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Financial Software Solutions (FSS), the cloud-native technology innovator of the ultimate case management platform in the enterprise-level management software industry for the bankruptcy and fiduciary ...

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 ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Looking for the best financial forecasting software? Explore the key features to consider when choosing the right solution for your business. Financial forecasting is an essential step of many ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

OneStream Software LLC, a company that develops applications for accounting departments, today filed to list its shares on the Nasdaq stock exchange. The initial public offering will make 24.5 million ...

When companies change how they price their product, everything in the company is impacted—especially the finance team. In the software industry, usage-based pricing, also known as UBP, is gaining ...