Most advisers say that they provide clients with comprehensive wealth advice, but is that really the case? And if they do provide wealth advice, how is it done? What tools do they use? It is very ...

Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use? It is very difficult to ...

While Microsoft Excel isn’t a dedicated project management tool, its versatility and widespread availability make it a ...

Doing forecasts and planning in Excel slows you down - integrated BI and CPM are the modern way to do FP&A, writes Unit4's Matthias Thurner Successful financial planning and analytics (FP&A) helps ...

Even after two decades, eight out of 10 media planners still rely on Microsoft Excel as their default application for campaign management, reporting, and analysis. Surprised? You should be. In an era ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Professionals wanting to branch into financial planning and analysis had better make sure their spreadsheet skills are up to snuff, because a recent study found that more than three-quarters of all ...

I keep stumbling across cloud Financial Planning and Analytics (FP&A) vendor Vena Solutions at shows - and enjoy hearing their views on shaking up financial analytics. That led me to a different kind ...

PM Gati Shakti national master plan initiative, launched in October 2021 for integrated and planned development of critical infrastructure projects to reduce logistics costs, received an award for ...

Prior to 2012, financial planning and budgeting specialists at national retail chain, Super Retail Group, were in what can only be described as ‘Excel hell’. Budgeting and planning was taking weeks ...