In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP&A ...

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, actionable insights. For advisors and RIAs, adopting the right financial ...

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review. Restricted Gift Funds Scorecard A tool ...

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 ...

COVID-19 has severely challenged and exposed gaping weaknesses in financial planning and analysis (FP&A) for manufacturing. Forecasts and models based on traditional historical data failed in the face ...

Financial planners have all sorts of sophisticated tools at their disposal to help them do their job of managing your money. Max Pashman has Canva. Pashman is a 32-year-old certified financial planner ...

Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has ...

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

If you know me, you know golf is a big part of my life (one of my three G’s, but that’s another story)—so much so that when I found there wasn’t a great golf course near my new family cottage, I ...

While the Covid-19 pandemic left many restaurants across the U.S. reeling in its wake, Tex-Mex chain Chuy’s saw an opportunity to use continuous planning to transform uncertainty into greater ...