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 ...

Organizations today — perhaps more than ever before — are relying on technology to help them figure out what the next weeks, months and years will hold for their business at what has been one of the ...

Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

RALEIGH – Finmark, which sells financial modeling software for startups, has raised $5 million in seed funding from 14 venture funds and more than 30 angel investors. This oversubscribed coalition of ...

“There’s an evolutionary path for risk and financial modeling, from spreadsheet models, to packaged software with standard functions, to comprehensive financial modeling software that can model an ...

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 ...

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Any startup founder will tell you that cash is always a foremost concern. Every idea and every plan hinges upon having the resources to make it a reality, any help in managing your money is a welcome ...

STAMFORD, Conn.--(BUSINESS WIRE)--Towers Perrin, a global professional services firm, has announced RiskAgility™ P&C Version 1.2, a financial modeling solution for both property & casualty insurers ...