An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

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 ...

Through a partnership with Stub, account transactions now link directly to the accounting platform for integrated financial ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

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 ...

Under Ricaurte’s leadership, the division will advance ECI’s suite of embedded fintech solutions spanning payments, working ...

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.

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 ...