RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
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 ...
RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial ...
These ten companies represent the top of fintech software development excellence, mixing technical knowledge with deep industry understanding to drive the technological change reshaping financial ...
There are numerous options when it comes to choosing accounting software for your small business from simple free programs through to powerful paid-for solutions.
We rate the best tax software solutions — from budget-friendly options for straightforward returns to feature-rich platforms for more complex situations — to help simplify the 2025 tax season.
Chief financial officers (CFOs) and their teams have been hearing for years the promise of what I call software’s “lifestyle factor”: that because of its usability and automation, the latest software ...
According to its SEC filing dated October 17, 2025, Shaker Investments sold all 10,774 shares of Salesforce during the third ...
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how finance and hr software stocks fared in Q2, starting with ...
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