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

Didi Gurfinkel is the co-founder and CEO of DataRails, a powerful software product that helps CFOs and financial planning and analysis (FP&A) pros with their planning and reporting needs. Gurfinkle ...

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 ...

Eight years ago, Seattle-area entrepreneur Peter Polson decided to pursue what he perceived as a gap in the personal finance software market, inspired by his growing family’s increasingly complex ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

Looking for the best financial forecasting software? Explore the key features to consider when choosing the right solution for your business. Financial forecasting is an essential step of many ...

Smart penny pinchers know there are a ton of freebies around the web. You have to be savvy about where you search since there are a ton of dangerous downloads lurking ...

Spreadsheet software can be incredibly helpful for business owners looking to streamline their data collection and organization. You can use spreadsheet software for various parts of your business, ...

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