The transaction will allow the company to expand its AI capabilities at a rapid pace, OneStream CEO Tom Shea said.

We may earn revenue from the products available on this page and participate in affiliate programs. Learn more › Sign Up For Goods 🛍️ Product news, reviews ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Financial crises are like unwelcome guests – they crash the party, leave a mess, and force everyone to re-evaluate the status quo. Throughout history, these economic upheavals have sent shockwaves ...

If money is the ultimate commodity, how can fintechs — which sell money, move money or sell insurance against monetary loss — build products that remain differentiated and create lasting value over ...

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...