Financial services software industry veteran Arthur Naoumidis has announced he is set to deliver financial planners free online financial planning software on the back of having acquired assets as ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

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, ...

TORONTO--(BUSINESS WIRE)--Vena, the only FP&A platform purpose-built to leverage the full power of the Microsoft technology ecosystem, was recognized as a Challenger in the 2024 Gartner Magic Quadrant ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...