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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 ...

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 ...

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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 ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

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 ...

Who really drives financial software decisions today: the CFO or the CIO? The answer may surprise you, but here’s a hint: Eighty-two percent of CIOs say they are now leading digital transformation ...

Aquiline Capital Partners has agreed to acquire a majority stake in Quicken, a provider of personal finance software. No financial terms were disclosed. The transaction is expected to close in late ...

The COVID-19 pandemic provided a unique opportunity for the fintech industry. It fast tracked a shift from traditional banking services predominance to the abundant digitalization of financial ...