Phocas Software, a business intelligence (BI) and financial planning & analysis (FP&A) platform for the middle market, has received a majority equity investment from technology-focused private equity firm Accel-KKR. Terms were not disclosed.
Banking, insurance, and other financial companies are facing a wave of change driven by artificial intelligence. Adoption has already begun, but the pace is expected to accelerate quickly. The question is whether these companies are ready. A Boston Consulting Group survey found that only one in four banks is prepared for widespread use of AI….
Voya Financial is teaming up with BlackRock to give retirement savers something many 401(k) plans still don’t—an easy, built-in path to guaranteed income in retirement.
The subscription economy is booming. From streaming platforms to subscription boxes and SaaS tools, recurring revenue models are increasingly attractive to businesses seeking predictable cash flow and long-term customer relationships. But behind every successful subscription business lies a billing infrastructure that must be more sophisticated than many realize. Unfortunately, not all payment gateways are equipped…
In a world where spreadsheets now drive strategic decisions, Corporate Finance Institute’s (CFI) Financial Planning & Analysis Professional (FPAP™) program is getting top billing. Expert Consumers has recognized CFI as a leading provider of FP&A certification, spotlighting the FPAP™ credential for its practical curriculum, accessibility, and immediate career relevance.
Manual data entry may finally be on its way out—at least for financial advisors. Jump, the AI platform increasingly favored by advisory firms, has announced a new integration with eMoney Advisor, one of the most widely used financial planning tools in the industry. The collaboration is designed to eliminate the post-meeting data slog that haunts wealth managers, helping them focus on what they do best: advising clients.
If your company is running NetSuite in a vacuum, you’re doing it wrong. That’s the message behind Mindcore Technologies’ latest educational guide, which lays out a clear, phased roadmap for fully integrating the ERP giant with critical business systems like CRM, e-commerce, and accounting platforms.
Singapore Retail Investors Double Down on Local Stocks for Stability, Moomoo Survey Shows Amid persistent global uncertainty and macroeconomic turbulence, Singapore retail investors are leaning into local equities as a core pillar of portfolio resilience, according to the latest 2H2025 Retail Investor Sentiment Survey by Moomoo Singapore. The survey, conducted in April 2025 with nearly…
Quinn, an AI-powered financial planning platform, has launched publicly after raising $11 million in Seed funding. The round was led by Viola Fintech, with participation from existing backers, and it signals a serious bet on the future of embedded, scalable wealth advice—delivered by AI, not armies of human advisors.
Jump, a leading AI platform for financial advisors, today announced a strategic integration with RightCapital, the fastest-growing financial planning software in the industry. The partnership enables financial advisors to seamlessly sync insights from client meetings—captured by Jump’s AI—directly into the RightCapital platform, eliminating manual data entry and keeping financial plans consistently accurate and up-to-date.
