Learn about the five financial planning software programs that are most commonly used by professional financial advisors.
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, ...
Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...
Here's my rundown of the top small-business accounting software, including stuff nobody told you. I'll cover QuickBooks, FreshBooks, Xero, and more.
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 ...
AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.
Expert Consumers, an independent consumer research organization, has recognized QuickBooks as the leading accounting software for tax management in 2026. The recognition highlights QuickBooks' ...
We compared the top free tax software options to help the do-it-yourself tax filers find the cheapest option in 2026.