Most accountants just use one software product to manage their tax, whether that's Taxcalc, Iris or whatever. We've been using PTP since just after SA ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

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

For most accountants and bookkeepers, the "January Scramble" is a familiar reality. There is always that one client who arrives lateJanuary with a ...

The Canadian Investment Regulatory Organization (CIRO) is sending notification letters to investors affected by the regulator’s August data breach, but it’s financial advisors who are addressing ...

A survey from Wakefield Research for Informatica has found that organisations expect to partner with seven tech providers to support their data management priorities in 2026. Along with having to ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...

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 ...

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...