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 ...

The job of a CFO isn’t just about numbers anymore. Modern finance leaders sit at the center of decision-making, shaping strategy across technology, risk management, and even how organizations attract ...

SMX, the digital transformation specialist backed by OceanSound Partners, has acquired a provider of budget and financial management technology solutions to push further into the business processes at ...

Anyone who’s ever used a digital device to pay a bill, set up a savings account or apply for a mortgage knows that we are living in the age of digital banking. But this may just be the beginning. In a ...

The received wisdom around wealthtech AI applications has been that rather than steal jobs away from advisors, they will free them up to deliver what machines can't: the human touch. And in the near ...