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

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, ...

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 ...

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 ...

TORONTO--(BUSINESS WIRE)--Prophix®, a leading innovator in financial performance management, is thrilled to announce its inclusion among G2's 2025 Best Software Awards in the highly competitive Best ...

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 ...

Feb 6 (Reuters) - Oracle (ORCL.N), opens new tab on Thursday added another set of artificial intelligence (AI) tools to NetSuite, one of its corporate finance software offerings, including some that ...