This is very much the case with financial dashboards. So much of a dashboard's appeal lies in providing up-to-the-moment, ...

Statements, reminders, updates, forecasts and tax returns: All of these financial records proliferate like spring dandelions. As you're tidying up in the aftermath of income tax season, consider ...

If your nonprofit has a reasonably functional finance office, then you probably see monthly or quarterly financial reports. While producing reports may be standard protocol, the capacity for ...

We've replaced the Money dashboard with the new Financial Dashboard, which consolidates everything from Money, Money Management, Account Management, and Strategic Financial Management, with added ...

Google Sheets is the best way to track personal finances.

Betterment, the automated advice platform that manages more than $13.5 billion, has redesigned the dashboard that financial advisors use to manage investors’ money with the company. The changes are ...

AI isn’t just crunching numbers — it’s changing how CFOs lead, pushing them to guide insights instead of guarding them. For decades, the CFO has been the C-suite’s designated data interpreter, the ...

I received an email last month from a follower of my YouTube channel. Tired of juggling multiple accounts, she wanted a single app that could monitor everything from bank accounts to credit cards to ...

In today’s dynamic business environment, organizations are overwhelmed by vast amounts of data, yet the challenge remains in effectively leveraging this data to inform strategic decision-making. A ...

The data-driven personalization of the experience is intended to add to Voya’s employee wellness offerings. Voya Financial Inc. announced Thursday the launch of a digital dashboard combining access to ...