Financial planning and financial reporting software can help in a variety of different areas, such as keeping track of personal and business dealings or planning for retirement. Personal financial ...

Data is a vital asset. Financial reporting platforms play a key role in transforming this data into valuable insights. These ...

This will let you provide more robust reporting, he says. He also tells advisors to confirm any financial planning software they use can run Monte Carlo simulation analysis. This will allow you to ...

Eligible for inclusion in the New Technology Report were only those technologies and software introduced within the past 24 months that cater to financial advisors and the financial management ...

Neil Visnapuu, VP, Product Owner, Regulatory Reporting ... to power the entire investment lifecycle. Arcesium currently has a staff of over 2,000 software engineering, accounting, operations ...