Vena Planning Agent: (Roadmap 2025) This new AI agent integrates Vena Copilot right to where you do your planning—in Excel.

Envestnet unveiled the next phase of its platform innovation strategy, sharing a comprehensive roadmap for 2025 and 2026 designed to help wealth management firms scale the delivery of financial advice ...

If you're ready to reclaim your time, boost your efficiency, and focus on what truly matters, this list of 10 things to automate and delegate this month is your roadmap. These are practical, impactful ...

Tools can enhance Scrum efficiency. Having the means to communicate and work remotely makes for a flexible team. Don’t look ...

Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a ...

Discover how BlackLine's latest Agentic AI advancements help CFOs drive efficient, secure, and autonomous finance operations ...

The smartest marketers know what works and stick with tools that are more than helpful—they keep campaigns on track, get ...

Let’s be real—there’s just too much to do these days. Deadlines pile up. Emails flood your inbox. Projects stretch endlessly. And that to-do list? It never gets shorter. But here’s the good news: in ...

Running a small business is a bit like juggling—emails in one hand, client meetings in the other, and somehow still managing ...

CCH iFirm Personal Tax simplifies and streamlines the tax return process with fully scalable, forward-thinking technology. Since it’s cloud-based, there’s no need for manual updates or separate ...

With trusted, user-controlled AI embedded across its platform, BlackLine empowers the Office of the CFO to streamline operations, unlock insights, and confidently move toward autonomous finance.

With trusted, user-controlled AI embedded across its platform, BlackLine empowers the Office of the CFO to streamline operations ... With AI now embedded across every major financial workflow-from ...