The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, actionable insights. For advisors and RIAs, adopting the right financial ...

Expert Consumers' 2025 review concluded that QuickBooks' comprehensive financial ecosystem, AI automation, and accessible interface make it a top performer in the current software landscape. The ...

Artificial intelligence is moving deeper into the financial advice business, not to replace human advisers outright but to ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t ...

Nevis recently secured $35 million in a Series A round from Sequoia, Iconiq and Ribbit Capital to use AI for streamlining wealth advisor operations.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Nest Wealth will now offer the most complete digital wealth platform ...

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...

NEW YORK, June 21, 2019 /PRNewswire/ -- The Global Wealth Management Software Market size is expected to reach $5.0 billion by 2024, rising at a market growth of 13.8% CAGR during the forecast period.