Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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

Accounting software gives businesses a straightforward, affordable way to automate bookkeeping and accounting tasks, avoid costly errors and save energy on time-consuming financial tracking processes.

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to win advisors with its software’s user interface, Michael Dutra, CEO of the ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Business Account Clients Earned Over $45 Million in Interest in 2025, Demonstrating Growing Demand for Enhanced Business Cash Management Solutions ...

Forex refers to the global marketplace where currencies are traded. Every day, trillions of dollars move through this market as traders buy and sell foreign currencies. The goal is to profit from ...

Clearwater Analytics Holdings Inc. today announced plans to acquire Enfusion Inc., a fellow provider of financial software, for $1.5 billion in cash and stock. The offer amounts to $11.5o per share.

Acquisition of Amount strengthens FIS’ account origination position with a market-leading unified solution with embedded AI functionality for deposits, lending, and card solutions to support consumers ...

What Is a Chart of Accounts? How It Works and Examples Your email has been sent A chart of accounts organizes and categorizes financial transactions. This guide explains how a chart of accounts works ...