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 ...
Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...
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 encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...
Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...
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 ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with ...
Ninety-seven percent of verified end-users of CCH Tagetik are Willing to Recommend the comprehensive corporate performance management (CPM) platform NEW YORK, June 1, 2023 /PRNewswire/ -- Wolters ...
Oracle Cloud EPM positioned as a Leader based on "Completeness of Vision" and "Ability to Execute" AUSTIN, Texas, Dec. 12, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2023 Gartner® ...
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 ...
Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...
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