Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, has been ...

Workday Recognized as a Leader in 2024 Gartner® Magic Quadrant(TM) for Financial Planning Software for Third Year in a Row ...

Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has ...

OneStream Recognized as a Leader for Third Year in 2024 Gartner Magic Quadrant for Financial Planning Software ...

Positioned based on its Completeness of Vision and Ability to Execute BOSTON--BUSINESS WIRE--Board, the leading Enterprise Planning Platform, today ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors.

Below, experts explore how financial planning software can help you better manage your finances — without the migraine. Earning passive income doesn't need to be difficult. You can start this week.

InvestmentNews' inaugural report showcases some of the best providers of new portfolio management systems, retirement income ...

Millions of Australians will soon have to make the choice between a robot or a human to help guide them through retirement.