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

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

An expert software engineer reinforced digital banking and lending platforms, helping them improve data flow, resolve service issues quickly, and serve millions ...

In financial services, the ability to develop and maintain reliable, effective software is a crucial competitive advantage. Superior software capabilities enable organizations to scale rapidly and ...

IBM said Thursday it has purchased financial governance software maker Clarity Systems. Terms were not disclosed. Clarity Systems, based in Toronto, has some 600 customers around the world. Its ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Dallas-based Tyler specializes in financial software for public-sector institutions, such as local and state governments, and it sells its .Net-based software direct. Together, Microsoft and Tyler ...

OneStream Software LLC, a company that develops applications for accounting departments, today filed to list its shares on the Nasdaq stock exchange. The initial public offering will make 24.5 million ...