Financial Software Solutions (FSS), the cloud-native technology innovator of the ultimate case management platform in the enterprise-level management software industry for the bankruptcy and fiduciary ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

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 ...

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

ACES Quality Management acquires BaseCap Analytics, adding data quality automation and validation to its enterprise software.

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

QuickBooks - a cloud-based accounting software that helps UK businesses manage bookkeeping, VAT compliance, and financial reporting Bookkeeping and financial administration remain core functions for ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...