After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...
Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...
The methods technology companies use to develop new software for their customers have changed in recent years, making applying the rules for capitalization of software development cost more ...
Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...
Companies of all kinds benefit from early, expert planning. Before spending time and money, companies need to plan and control product configurations and constraints, which are key to design, ...
The landscape of software development changes frequently. But throughout my years managing a software development company, one core strategy has remained – minimize development time while maximizing ...