Launching a digital wallet, neobank, payment platform, card program, remittance service, or embedded finance product r ...

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, ...

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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 ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

WILMINGTON, Del., July 2, 2025 /PRNewswire/ -- Core Financial Software, a US based provider of financial services applications, has announced that it has acquired the assets and obligations of ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Dmitry Dolgorukov is the Co-Founder and CRO of HES FinTech, a leader in providing financial institutions with intelligent lending platforms. Custom has long been considered the gold standard for ...

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 ...