Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

The business world is bursting with what-if scenarios. One needs to look back no further than the 2020 pandemic to understand that companies must plan for a variety of situations. What if we don’t get ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Artificial intelligence (AI) is transforming financial planning and analysis (FP&A) from static to dynamic, data-driven strategy, enabling faster insights and value. Current applications automate ...

Conning, a provider of asset management services, risk and capital management solutions, and research to the insurance industry, announced several enhancements in the latest release of its ADVISE 5.6 ...