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 ...

Managing complex investment portfolios can be hectic most of the time, as a small mistake can lead to a huge loss. This is when investment management tools stepped in. It is a software that comprises ...