The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, actionable insights. For advisors and RIAs, adopting the right 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 ...

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)--Prophix®, a leading innovator in financial performance management, is thrilled to announce its inclusion among G2's 2025 Best Software Awards in the highly competitive Best ...

Feb 6 (Reuters) - Oracle (ORCL.N), opens new tab on Thursday added another set of artificial intelligence (AI) tools to NetSuite, one of its corporate finance software offerings, including some that ...

July 11 (Reuters) - Private-equity firm Bain Capital will buy Envestnet (ENV.N), opens new tab in a $4.5 billion deal, adding to its portfolio a financial software vendor that counts 16 of the 20 ...

LATHRUP VILLAGE, Mich.--(BUSINESS WIRE)--SGH Wealth Management is honored to announce its inclusion in USA TODAY’s prestigious list of the Best Financial Advisory Firms 2025. This accolade, presented ...