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 ...

Customer journey analytics software aims to help businesseses understand, optimize and personalize every step of the customer experience. By aggregating and analyzing data from touchpoints across both ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Actuate Corp. today began a planned three-phase upgrade of its server-based reporting software, announcing a querying tool designed to let end users do basic data analysis under parameters and ...