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, ...

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Datarails, a company that makes financial planning and analysis software, is making a bold bet that the traditional FP&A tools it helped pioneer are now obsolete thanks to AI, and that it needs to ...

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 ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. Aug 26, 2025, 03:54am EDT Unrecognizable mature man ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

The rise of powerful AI language models is creating real uncertainty about which software products will still matter in the ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage discusses the architectural ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...