Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...

TIME and Statista have named the best U.S. financial service providers based on consumer surveys.

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

SEATTLE--(BUSINESS WIRE)--PitchBook, the premier data provider for the private and public capital markets, has been named to G2’s 2025 Best Software Awards list, ranking eighth in the Best Financial ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Accounting software can help small businesses save time, stay organized, and better manage their finances by streamlining tasks like bookkeeping, invoicing, expense tracking, and tax prep. This guide ...