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

BIRMINGHAM, Mich.--(BUSINESS WIRE)--OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, ...

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 ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

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 ...

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...

Cognos has rebranded the financial performance management software it gained through the acquisition of Applix earlier this year and provided a road map for the product line Tuesday. “We’re taking the ...

SINGAPORE--(BUSINESS WIRE)--OneStream, a leader in corporate performance management (CPM) solutions for the world’s leading enterprises, today announced a strategic partnership with EPM Global Pte.

Host Analytics, a Redwood City, Calif.-based maker of financial performance management software, has raised an undisclosed second round of funding to expand its product portfolio and to strengthen its ...