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 ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Nate Bek on Sep 12, 2023 at 5:00 am ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

Oracle has augmented the capabilities of its Hyperion financial analytics software with new modules to help bean counters streamline specific financial management tasks. The modules will be available ...

Health system Providence has launched software analytics company Advata by combining KenSci, Colburn Hill Group, Lumedic and three other companies. The new firm will focus on revenue cycle management ...

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today the launch of its latest innovation, Coyote ...

Joint solution simplifies access to governed, production-like test data through synthetic data generation and masking, strengthening compliance for financial services, insurance, and telecom ...