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 ...

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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 ...

Ceterus Software, a modern franchise technology company turning financial data into actionable insights for smarter growth, ...

Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...

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 ...

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 ...

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 ...

Every financial advisor knows having a plan for your funds is essential. A complete financial plan may include budgeting, saving, investing, paying off debt and retirement planning. But how do experts ...

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 ...

How financial institutions can improve software supply chain security without impacting their business-critical systems ...