QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

The legal software developer debuted a new financial management offering for midsize firms, part of a new platform intended to streamline technology procurement for customers.

The contemporary global financial system is measured at speeds of microseconds, giving rise to the demand of effective financial management software technologies in order to stay competitive, secure ...

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 ...

The table below shows three features that CRMs for financial advisors should offer. Take a close look to determine if the provider you’re interested in offers these critical tools. The table below ...

In today’s congested market, a brilliant business strategy and unique products and services are two ways to stand out. However, in a community where Big Data boosts creativity and profitability, it ...

SAN FRANCISCO--(BUSINESS WIRE)--Emerge Business Consulting (Emerge) is pleased to announce that it is now a Sage Intacct value-added reseller partner. Sage Intacct is the only solution that’s ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

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