Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Projects for lending automates repetitive tasks such as data entry, document verification, and credit scoring. This not only saves time but also reduces the likelihood of errors. Effective risk ...

SPRINGDALE, Ark.--(BUSINESS WIRE)--Teslar Software today announced the launch of its indirect lending solution, which empowers community financial institutions to offer indirect lending services to ...

Nexys introduces smart, efficient loan origination software designed to streamline workflows and modernize the lending experience. What makes Nexys different is the balance of compliance, ...

Blend has shared the 2023 Mortgage Suite ROI Study. Jordan Brown, CEO of MarketWise Advisors LLC, has distributed the third annual Blend return on investment (ROI) impact analysis “conducted by ...

VILNIUS, LIthuania--(BUSINESS WIRE)--HES FinTech announces the launch of HES LoanBox: readymade software for lending automation. HES experts say they implemented 10-year experience in loan management ...

The online lending software company Zest has raised more than $50 million in its latest growth round co-led by Insight Partners and CMFG Ventures, the company announced Tuesday. Zest will use the ...

Software-as-a-Service has done wonders for corporate efficiency and agility — and for the fast-growing software companies that deliver it. Financing for private equity buyouts of the businesses comes ...

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 ...

Octane Lending, an online lender based in New York, has a challenge when it comes to loan decisions. The company helps people buy power sports vehicles, such as motorcycles and all-terrain vehicles.