Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

BIRMINGHAM, Mich.--(BUSINESS WIRE)--OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, ...

NEW YORK--(BUSINESS WIRE)-- Wolters Kluwer, a global leader in professional information, software solutions, and services, today announced that its CCH Tagetik® expert solution has retained its ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

ROCHESTER, Mich.--(BUSINESS WIRE)--OneStream, a leader in corporate performance management (CPM) solutions for the world’s leading enterprises, has been recognized as a market leader in the Business ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

Cognos has rebranded the financial performance management software it gained through the acquisition of Applix earlier this year and provided a road map for the product line Tuesday. “We’re taking the ...

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...

Host Analytics, a Redwood City, Calif.-based maker of financial performance management software, has raised an undisclosed second round of funding to expand its product portfolio and to strengthen its ...

Performance management is a new area for business intelligence software vendors including Information Builders (IBI), Cognos, and Hyperion. Performance management refers to the use of data analysis ...