Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Ramp reports that expense management software automates spending tracking, enhances compliance, and improves 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 ...

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.

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

Proven Optics was founded in 2020 by William Miller and Ben Perkins Kirkland & Ellis served as legal counsel to Silversmith Capital Partners and Porter Wright served as legal counsel to Proven Optics ...

AccountsIQ, a financial management software (FMS) startup founded by a team of chartered accountants (when accountants want to be entrepreneurs, you know startups are a thing), has raised €5.8 million ...

Aquiline Capital Partners has agreed to acquire a majority stake in Quicken, a provider of personal finance software. No financial terms were disclosed. The transaction is expected to close in late ...

So in 2012, I'm gonna start really keeping track of my finances in attempt to get more savings. I have no idea what's recommended for this and was going to just keep my own Excel spreadsheet. My needs ...

Donnelley Financial Solutions faced a challenging third quarter, as the company’s transition to a software-centric model was ...

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 ...