FinFolio, a Denver-based portfolio management system provider, is looking to expand its business into larger wealth managers and has unveiled new enhancements to its back-office software that ...

Competitive advantage will not come from adding more tools to an already fragmented stack. It will come from strengthening the foundation—aligning people, processes and data—so firms can unlock the ...

Citi has named Pegasystems (NASDAQ:PEGA), Intapp (NASDAQ:INTA) and Workiva (NYSE:WK) as its new top picks in back office software companies, with Intuit (INTU) being its favorite large-cap. Analysts ...

Following fourth quarter earnings results, Citi Research presented a new batch of back office software "top picks," which includes monday.com (NASDAQ:MNDY), Intuit (NASDAQ:INTU), Workiva (NYSE:WK) and ...

Goldman Sachs said it reiterated Buy ratings on OneStream (NASDAQ:OS), Vertex (NASDAQ:VERX) and Workiva (NYSE:WK) after a ...