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 ...

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 ...

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 ...

Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite ...

Dmitry Dolgorukov is the Co-Founder and CRO of HES FinTech, a leader in providing financial institutions with intelligent lending platforms. Custom has long been considered the gold standard for ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Accounting software is a great way to ...

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 ...

The best accounting software offers resources for small business owners who need to keep track of their tax information, among other things. It will provide essential accounting features at reasonable ...

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

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 ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...