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 ...

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 ...

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 ...

Q3 2025 Management View Daniel Leib, President, CEO & Director, reported "continued shift toward a favorable sales mix driven ...

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 ...

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.

Veracode's latest research reveals nearly two-thirds of banking, financial services, and insurance (BFSI) organizations ...

Sarah Li Cain is a finance writer and a Candidate for the Accredited Financial Counselor© designation. She’s written for the Financial Planning Association, Netsuite and other notable publications.

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 ...