State-of-the-art financial planning requires state-of-the-art financial planning software. "Financial planning software is fundamentally a collection of calculators that work in concert as an ...

Managing your finances can feel overwhelming, especially if you're just starting out. But with the right financial planning ...

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...

Marguerita Cheng helps educate the public, policy makers and media about the benefits of competent, ethical financial planning ... Accounting software helps small business owners track their ...

Gartner evaluated 16 financial planning software providers based on their Ability to Execute and Completeness of Vision and placed OneStream in the Leaders Quadrant. "We are incredibly proud to be ...

as a Leader in the 2024 Gartner Magic Quadrant for Financial Planning Software1 for the third consecutive year. A complimentary copy of the report is available here. Workday helps financial ...

financial planning software can be a game-changer,” said Dennis Shirshikov, head of growth at GoSummer and professor of finance at City University of New York. Below, experts explore how financial ...

Vena, the only FP&A platform purpose-built to leverage the full power of the Microsoft technology ecosystem, was recognized as a Challenger in the 2024 Gartner Magic Quadrant for Financial ...