AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.
NEW YORK, Nov. 14, 2025 /PRNewswire/ -- Expert Consumers has officially ranked QuickBooks as the #1 financial management software for 2025, recognizing its leadership in automation, accuracy, and ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...
John Hancock Financial Services IT executive discusses the firm’s plans to better track IT assets, services and costs with in-house processes and products from HP. The brutal economic recession of the ...
Proven Optics Named Emerging Vendor in Gartner’s 2025 Market Guide for IT Financial Management Tools
COLUMBUS, Ohio--(BUSINESS WIRE)--Proven Optics, a premier IT Financial Management (ITFM) solution provider, today announced its inclusion in Gartner's 2025 Market Guide for IT Financial Management ...
The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...
QuickBooks - simplifies complex financial tasks while providing real-time insights that drive informed decisions. From supported expense tracking to advanced reporting and forecasting agents, the ...
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