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 ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

What if analyzing complex financial statements took seconds instead of hours? Imagine an investor reviewing a company’s balance sheet, income statement, and cash flow report, tasks that traditionally ...

In today’s congested market, a brilliant business strategy and unique products and services are two ways to stand out. However, in a community where Big Data boosts creativity and profitability, it ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

A break-even analysis is an indispensable financial planning tool that helps you understand your business’s revenue, expenses and cash flow so you can work towards profitability. Below, we’ll examine ...

Financial ratios are calculations that compare two (or more) pieces of financial data that are normally found in a company's financial statements. Ratios can be invaluable to investors making ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Stock analysis tools aren’t what they used to be. A few years ago, most platforms focused on price charts, earnings calendars, and maybe a basic news feed. Today, product teams are under pressure to ...