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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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 ...

Financial close software buyers are increasingly deciding whether they need workflow orchestration and transaction matching, accounting review and control, or both. A choice that multi-entity finance ...

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 ...

If money is the ultimate commodity, how can fintechs — which sell money, move money or sell insurance against monetary loss — build products that remain differentiated and create lasting value over ...

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 ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

Who really drives financial software decisions today: the CFO or the CIO? The answer may surprise you, but here’s a hint: Eighty-two percent of CIOs say they are now leading digital transformation ...

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Intuit ...

It’s always a good idea to talk to a financial planner when getting started with finances. Managing finances and filing taxes are not the same thing. Consider your financial goals before purchasing ...