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 ...

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 ...

In the rapidly evolving landscape of financial analysis, using new AI tools is becoming essential for staying ahead of the curve. Copilot, a groundbreaking AI-powered tool from Microsoft powered by ...

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 ...

Anthropic launched a new AI model, Claude Opus 4.6, with refreshed features. While the AI models are getting better at the ...

What if analyzing complex financial statements took seconds instead of hours? Imagine an investor reviewing a company’s balance sheet, income statement, and cash flow report, tasks that traditionally ...

Researchers from the University of Chicago have demonstrated that large language models (LLMs) can conduct financial statement analysis with accuracy rivaling and even surpassing that of professional ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week over concerns it could replace specialized software packages, such as for legal or financial analysis. Now Anthropic is ...

In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP&A ...

How scenario analysis tools can help investors manage financial risk and evaluate returns. Forecasting is a no-win situation. If you get it right, people go about their business. But if it’s wrong, ...