COSTA MESA, Calif.--(BUSINESS WIRE)--Phocas Software evolved its business intelligence (BI) software for manufacturers, distributors and retailers to also solve their financial planning, reporting and ...

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 ...

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review. Restricted Gift Funds Scorecard A tool ...

Artificial intelligence (AI) is transforming financial planning and analysis (FP&A) from static to dynamic, data-driven strategy, enabling faster insights and value. Current applications automate ...

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The funding round was led by Bain Capital Ventures (BCV) with ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Matthew Evon, director of finance at Iron EagleX since July 2022, has been named vice president of financial planning and analysis at the Tampa, Florida-based veteran-owned defense contractor, ...