The companies we see thriving are the ones that treat software like infrastructure. They make intentional choices. They pick ...

Anrok reports that integrating tax and finance technology is essential for businesses to improve compliance, reduce errors, ...

This is the ninth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

CTOs and chief architects have often considered the tech stack more of an art than a science, a realm of experience and tribal knowledge. But enterprise architectures are growing increasingly complex ...

There are literally hundreds of accounting software providers. How does a firm leader effectively vet their vendors?

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

What kind of solutions exactly are necessary to run a firm? Not a great firm or a respected firm or a growing firm but a purely functional one that won't collapse in on itself in the first month.

Your WordPress site’s tech stack can fuel or block marketing goals. Here’s what CMOs should review for hosting, performance, plugins, and long-term stability ...

There is nothing more excruciating to a title agency owner than the uncertainty engendered by a chaotic and unpredictable economic environment. Welcome to 2025, where continued economic volatility and ...