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 ...

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 ...

Datarails, a company that makes financial planning and analysis software, is making a bold bet that the traditional FP&A tools it helped pioneer are now obsolete thanks to AI, and that it needs to ...

Oracle has augmented the capabilities of its Hyperion financial analytics software with new modules to help bean counters streamline specific financial management tasks. The modules will be available ...

Forbes contributors publish independent expert analyses and insights. Gary Drenik is a writer covering AI, analytics and innovation. In today’s rapidly evolving financial landscape, staying ahead of ...

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 ...

Interviews conducted by Forrester suggest that artificial intelligence (AI) has not yet helped transform finance, yet it is advancing rapidly in some areas. Audit analytics, procure to pay, order to ...

Accounting analytics is crucial for answering questions based on the massive amounts of data a company gathers—gaining insights and predicting outcomes, among other results. The newly revised master ...