Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

CHICAGO--(BUSINESS WIRE)--Syntellis Performance Solutions, the leading provider of enterprise performance management software, data and intelligence solutions, today announced it earned three ...

RICHMOND, Va.--(BUSINESS WIRE)--Rimilia, a developer of intelligent automated financial solutions, has reached a new annual processing milestone for its financial software as Rimilia Alloc8 software ...

LabForty's software solutions are designed to streamline operations and help businesses reach new levels of growth. Plovdiv, Bulgaria--(Newsfile Corp. - October 11, 2024) - LabForty, a boutique firm ...

You might not have heard of DFIN — but most of the companies on the Fortune 500 have. The Chicago-based company provides end-to-end risk and compliance solutions that help businesses manage their ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

TAMPA, Fla., June 6, 2019 /PRNewswire/ -- The highest rated vendors in customer satisfaction and client experience are announced by Black Book Research in 20 specific categories of financial digital ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

The acquisition, completed by Michpal Micro Computers, a wholly owned subsidiary of Formula Systems, enables Michpal to expand its operations in the field Financial Accounting, Taxation and Compliance ...

The COVID-19 pandemic provided a unique opportunity for the fintech industry. It fast tracked a shift from traditional banking services predominance to the abundant digitalization of financial ...

Financial crises are like unwelcome guests – they crash the party, leave a mess, and force everyone to re-evaluate the status quo. Throughout history, these economic upheavals have sent shockwaves ...

Dmitry Dolgorukov is the Co-Founder and CRO of HES FinTech, a leader in providing financial institutions with intelligent lending platforms. Custom has long been considered the gold standard for ...