The legal software developer debuted a new financial management offering for midsize firms, part of a new platform intended to streamline technology procurement for customers.

QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...

The contemporary global financial system is measured at speeds of microseconds, giving rise to the demand of effective financial management software technologies in order to stay competitive, secure ...

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 ...

The table below shows three features that CRMs for financial advisors should offer. Take a close look to determine if the provider you’re interested in offers these critical tools. The table below ...

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 ...

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 ...

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 ...

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 ...