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

Do you need to get your financial life on track? Our annual survey reveals the most reliable and trusted apps and services for tracking finances, trading stocks, making digital payments, and checking ...

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 ...

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 ...

AuditBoard Inc., the developer of a software platform that helps enterprises ensure their financial reports are accurate, will be acquired by Hg Capital for over $3 billion. The companies announced ...

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 ...

Here's my rundown of the top small-business accounting software, including stuff nobody told you. I'll cover QuickBooks, FreshBooks, Xero, and more.

Chief financial officers (CFOs) and their teams have been hearing for years the promise of what I call software’s “lifestyle factor”: that because of its usability and automation, the latest software ...

When companies change how they price their product, everything in the company is impacted—especially the finance team. In the software industry, usage-based pricing, also known as UBP, is gaining ...