Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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The transaction will allow the company to expand its AI capabilities at a rapid pace, OneStream CEO Tom Shea said.

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 ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

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 ...

Let's borrow an analogy from another domain that has wrestled with automation, trust and safety: self-driving cars.

(Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its stock market debut, according to three people familiar with the ...

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...