Effective and ongoing financial management is essential for both business leaders and consumers who want to achieve financial success, but it can be challenging to keep track of income, expenses and ...

Finastra, a global provider of financial software applications and marketplaces is partnering with MX Technologies, Inc., an industry leader in Open Finance, to provide more seamless, personalized ...

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

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Establishing both short-term and long-term financial objectives that align with your business and personal life is key. Creating a budget and consistently tracking income and expenses will allow you ...

The UK's financial advice gap is leaving consumers worse off and hindering economic growth. Developing AI-based personal finance tools is essential for closing this gap and improving the resilience of ...

Quicken is launching a new money management product for small business owners that will compete with banks and pull in bank account data from aggregators. The product is being released as an upgrade ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Nate Bek on Oct 17, 2023 at 3:00 am ...

(Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some of whom use the Personal Capital Wealth Management service (now offered ...

Small business owners face a unique financial puzzle, one that many budgeting tools weren't designed to solve. As a business owner, you need to track business expenses for tax season, monitor personal ...

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

With the inflation rate in the United States stubbornly stuck around 3%, more bank customers are trying to find ways to manage the higher cost of goods, even if their overall financial health[1] has ...