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The transaction will allow the company to expand its AI capabilities at a rapid pace, OneStream CEO Tom Shea said.

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

(Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its stock market debut, according to three people familiar with the ...

If money is the ultimate commodity, how can fintechs — which sell money, move money or sell insurance against monetary loss — build products that remain differentiated and create lasting value over ...

Financial crises are like unwelcome guests – they crash the party, leave a mess, and force everyone to re-evaluate the status quo. Throughout history, these economic upheavals have sent shockwaves ...

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...