FinFolio, a Denver-based portfolio management system provider, is looking to expand its business into larger wealth managers and has unveiled new enhancements to its back-office software that ...

Citi has named Pegasystems (NASDAQ:PEGA), Intapp (NASDAQ:INTA) and Workiva (NYSE:WK) as its new top picks in back office software companies, with Intuit (INTU) being its favorite large-cap. Analysts ...

Following fourth quarter earnings results, Citi Research presented a new batch of back office software "top picks," which includes monday.com (NASDAQ:MNDY), Intuit (NASDAQ:INTU), Workiva (NYSE:WK) and ...

FORT WALTON BEACH Fla. Prior to deploying Restaurant Technology Inc.’s RTIconnect back-office software, 39-unit Arby’s franchisee Beavers Inc., based here, tried a variety of approaches to manage its ...

Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and ...

HOLMDEL, N.J., April 8, 2025 /PRNewswire/ -- Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announced the ...