After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

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 ...

SEATTLE--(BUSINESS WIRE)--PitchBook, the premier data provider for the private and public capital markets, has been named to G2’s 2025 Best Software Awards list, ranking eighth in the Best Financial ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

DUBLIN--(BUSINESS WIRE)--Research and Markets (http://www.researchandmarkets.com/research/ld6grp/industriuscfo) has announced the addition of the "IndustriusCFO ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale or go deeper with existing clients. FP Canada and financial planning ...

In the rapidly evolving landscape of financial analysis, using new AI tools is becoming essential for staying ahead of the curve. Copilot, a groundbreaking AI-powered tool from Microsoft powered by ...

There have been AI solutions galore for coding, writing, and mathematics, but a technical domain equally as challenging that could use AI assistance, yet is often overlooked, is finance -- until now.

Successful business management involves many moving pieces—not only leading a team but also accomplishing short- and long-term business goals aligned with a mission and vision. Within that bigger ...