Israeli AI-native financial planning platform Datarails today announced the completion of a $70 million Series C financing ...

Artificial intelligence-native financial platform Datarails Ltd. said today it has closed on a $70 million Series C funding ...

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

RALEIGH, N.C. and SCHMITTEN, Germany, Jan. 14, 2026 (GLOBE NEWSWIRE) -- insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced JustPerform is now ...

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

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...