Technology can help you run your business more efficiently and produce better results for your clients. A majority of ...

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, ...

FinTech Software and Emerging Technologies. The future of financial services is being written by emerging technologies. Driven by the rapid growth of the mar ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

While the enterprise software makers are in the doldrums, and the financial sector tries to recover from a battering, a few specialty software firms, including Intapp Inc. (NASDAQ: INTA), Vertex Inc. ...

IBM said Thursday it has purchased financial governance software maker Clarity Systems. Terms were not disclosed. Clarity Systems, based in Toronto, has some 600 customers around the world. Its ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

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 ...