As contracts end, shift budget from SaaS seats to a small team, part-finance part-engineering, that owns this agent. Keep ...

In a world where AI can easily perform financial analysis, Datarails is betting that governance of data and financial models will be its key differentiator ...

Comparison of non-profit budgeting software including Budgyt, Martus Solutions, BudgetPak, and Aplos Spreadsheets ...

At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.

Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever ...

According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the ...

Backed by certified financial planners, Fiscor is developing a self-directed trading system to integrate long-term ...

AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be necessary to keep compliant.

Only half of the 2,906 respondents say they are using any search or generative AINEW ORLEANS--(BUSINESS WIRE)--#AIGenerative--Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of ...

Advisors see AI-driven platforms launch new tools for planning automation and efficiency gains at the T3 technology conference ...

Banking, fintech, and software firms are shedding thousands of jobs, according to recent media reports. It’s not all because ...