Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

What construction manager, property owner, or facilities executive wouldn’t welcome the benefits of a dynamic multifaceted financial model to inform decision making? Are you feeling overwhelmed by the ...

As with for-profit businesses, revenue for nonprofit organizations is not always guaranteed. While nonprofits are able to carry out regular operations thanks to donors, grants and partnerships, even a ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...