Quovo, a fintech company that leverages data to provide insights alongside connectivity for financial accounts, announced on Wednesday it has launched Personal Finance Management (PFM) modules for ...

AI-native wealth management platform ARQA has introduced a new module called AI Workflows, designed for streamlining wealth ...

ARQA, the AI-native wealth management platform, today announced the launch of AI Workflows, a major addition to its product ...

While most pundits debate the timing for an economic recovery, one thing is certain: Companies are changing how they buy and consume technology. Several manufacturers, distributors and retailers, for ...

Any type of accounting system can deliver great benefits to a small business. These benefits are amplified with an integrated accounting system, which automatically receives and transmits a constant ...

eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. Catching up on its January acquisition of PeopleSoft Corp.

eMoney’s Foundational Planning feature is getting a new module, according to an announcement by Fidelity’s financial planning software company. Called Life Insurance Gap Analysis, the feature is ...

Attracting and maintaining next-generation wealth management clients will require significant changes on the part of advisors, including how they price their services. The average age of wealth ...