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 ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

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

PLEASANTON, Calif., Nov. 20, 2024 /PRNewswire/ -- Workday, Inc. (WDAY) (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, has been positioned by ...

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 ...

BIRMINGHAM, Mich., Nov. 20, 2024 /PRNewswire/ -- OneStream (NASDAQ: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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, ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...