The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, actionable insights. For advisors and RIAs, adopting the right financial ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

Financial services software company Intuit Inc. said today it’s partnering with OpenAI to bring its applications to ChatGPT and accelerate productivity within its own organization.

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take ...

Wealth management platform provider Addepar announced new integrations with three financial planning software packages Tuesday. The new partners include two tech vendors popular with financial ...

While the enterprise software makers are in the doldrums, and the financial sector tries to recover from a battering, a few specialty software firms, including Intapp Inc. (NASDAQ: INTA), Vertex Inc. ...

OneStream Software LLC, a company that develops applications for accounting departments, today filed to list its shares on the Nasdaq stock exchange. The initial public offering will make 24.5 million ...

LONDON--(BUSINESS WIRE)--According to the latest market research report released by Technavio, the global personal finance software market is expected to accelerate at a CAGR of over 5% during the ...