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

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

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

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 ...

SEATTLE--(BUSINESS WIRE)--PitchBook, the premier data provider for the private and public capital markets, has been named to G2’s 2025 Best Software Awards list, ranking eighth in the Best Financial ...

OneStream, a finance software company, went public at $20 per share and has since rallied, showcasing 30%+ revenue growth amid tighter business conditions. The company offers a comprehensive financial ...

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...