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 ...

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 ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

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 ...

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...

Phocas Software, a leading Business Intelligence and Financial Planning & Analysis (BI and FP&A) platform for the middle-market, and Accel-KKR, a technology-focused investment firm, today announced ...

BIRMINGHAM, Mich., Dec. 4, 2025 /PRNewswire/ -- OneStream (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and ...

It’s no secret that managing personal finances can be a headache — especially when you’re new to it all. Learning how to effectively control your spending and save for important milestones can feel ...

While Bain Capital and other private investors were acquiring Envestnet, the portfolio management software giant, for $4.5 billion last year, the fintech world was facing unprecedented upheaval. Many ...

Investors at Goldman Sachs and Citigroup are getting behind a Canadian start-up that sells financial-planning software to banks and wealth management firms including Morgan Stanley and Raymond James, ...

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

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...