As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the ...

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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 ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. Aug 26, 2025, 03:54am EDT Unrecognizable mature man ...

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 ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

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 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage discusses the architectural ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

Nasdaq on Monday agreed to buy Thoma Bravo-owned software firm Adenza for $10.5 billion in the exchange operator's biggest acquisition to date, speeding up its push to become a more tech-focused ...

India is undertaking tests of some of its most sensitive public-facing financial and government application software to ...