Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Financial Planning Software. This marks the fourth ...

Board Recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software for Fourth Consecutive YearFourth consecutive placement reflects Board’s Completeness of Vision and Ability ...

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney collaboration ...

OneStream recognized in Leaders' Quadrant for Ability to Execute and Completeness of VisionBIRMINGHAM, Mich., /PRNewswire/ ...

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning ...

Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena's strengths in execution and customer success Vena, the only AI-powered planning platform built ...

RIA Compliance Technology has been recognized as one of the best compliance software solutions providers for Registered ...

IK Partners signed an agreement to acquire Rhétorès Group, a French independent financial advisor focused on high-net-worth ...

Monarch Money can simplify your life by connecting all your financial accounts and giving you access to them through a single ...