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Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

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 ...

Success in the modern markets requires that you select the best financial trading software available today. Investors need ...

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 ...

To make evidence-based decisions for your business, you need financial reporting software that makes it possible to import and analyze your financial data and accounting statistics. However, the ...

(Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its stock market debut, according to three people familiar with the ...

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 crises are like unwelcome guests – they crash the party, leave a mess, and force everyone to re-evaluate the status quo. Throughout history, these economic upheavals have sent shockwaves ...

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...