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 ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Financial Planning Software. This marks the fourth ...

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 ...

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors ...

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 ...

Forex refers to the global marketplace where currencies are traded. Every day, trillions of dollars move through this market as traders buy and sell foreign currencies. The goal is to profit from ...

RIA Compliance Technology has been recognized as one of the best compliance software solutions providers for Registered ...

Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning ...

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

Monarch Money can simplify your life by connecting all your financial accounts and giving you access to them through a single ...

IK Partners signed an agreement to acquire Rhétorès Group, a French independent financial advisor focused on high-net-worth ...