Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Financial Software Solutions (FSS), the cloud-native technology innovator of the ultimate case management platform in the enterprise-level management software industry for the bankruptcy and fiduciary ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...