Navigating the complex world of financial planning and analysis can be daunting for entrepreneurs, which is why we've gathered insights from CEOs and Founders to share their top software ...

NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has been named as a Leader in the Gartner Magic ...

At its best, financial software empowers finance teams to execute tasks more accurately, close accounting periods faster and ...

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 ...

Ninety-seven percent of verified end-users of CCH Tagetik are Willing to Recommend the comprehensive corporate performance management (CPM) platform NEW YORK, June 1, 2023 /PRNewswire/ -- Wolters ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...

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 ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...

Plumvo, a consumer-facing financial-planning software provider that also catered to financial advisers, announced to its users via email that it will be calling it quits Sept. 15, leaving industry ...

Leaving behind a plush corporate office, a high six-figure salary, and air-conditioned boardrooms to pick up a camera… walking away from the glitz of the fashion industry to retire early… or quitting ...