Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...

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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

Phocas Software, a leading Business Intelligence and Financial Planning & Analysis (BI and FP&A) platform for the middle-market, and Accel-KKR, a technology-focused investment firm, today announced ...

While Bain Capital and other private investors were acquiring Envestnet, the portfolio management software giant, for $4.5 billion last year, the fintech world was facing unprecedented upheaval. Many ...

Wolters Kluwer Named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software for the Fifth Time for Its CCH Tagetik Solution Wolters Kluwer, a global leader in professional ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

Creators are 1099 contractors responsible for their own taxes, savings, insurance, and planning. The freedom is huge, but so are the financial risks.

NEW YORK--(BUSINESS WIRE)-- Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic ...