Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena's strengths in execution and customer success Vena, the only AI-powered planning platform built ...

Let's break down seven money trends we should finally ditch, plus five healthy financial habits actually worth your time.

Consumers are increasingly turning to these mobile tools for convenience and new features, and regulators are trying to catch ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

New Escalent study shows 42% of affluent investors use traditional advisors while robo advisor usage jumps to 20% across age ...

Discover how integrators can leverage software innovations with Randy Stearns, CEO of D-Tools and Chris Smith, principal of ...

The Private Markets Account by Los Angeles-based InvestCloud was introduced in December 2024 to bring public and private assets together for advisors in a unified account that automates workflows, ...

Boldin, the financial confidence company, announced the results of its survey about end-of-year planning. The company polled more than ...

From 2024 to 2026, analysts expect Innodata's revenue to rise at a CAGR of 36% from $170 million to $313 million. If it ...