The funding round values Pennylane at $4.25bn, according to a report.

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to win advisors with its software’s user interface, Michael Dutra, CEO of the ...

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SAN FRANCISCO, Dec. 8, 2025 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP is investigating a data breach that led to unauthorized access to the sensitive information of 788,000 customers of banks and ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leaderin the2025 Gartner® Magic Quadrant™ for Financial Planning Software. This marks the fourth consecutive ...

What really happens after you hit enter on that AI prompt? WSJ’s Joanna Stern heads inside a data center to trace the journey and then grills up some steaks to show just how much energy it takes to ...

Finastra, a global firm focused on financial services software, announced enhancements to its LaserPro document management solution, integrating with two different Uniform Commercial Code (UCC) filing ...

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 ...

OneStream's share price down 45% from peak valuation Company working with JPMorgan on strategic options Private equity firms Blackstone and Hg consider bids for OneStream Nov 5 (Reuters) - Financial ...