Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

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

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 ...

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 ...

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 ...

The most successful embedded fintech products combine great products with a team of people who know how to guide customers ...

The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

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 ...

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 ...

Starting a business is exciting, but without strong financial management, even the best ideas can fail. Many new entrepreneurs focus heavily on their products, services and marketing while neglecting ...