Financial services technology provider GBST is calling for the FSA to regulate back-office software providers. The firm says back-office systems carry out important tax calculations and produce client ...

Software and business services platform PlanHappy has launched an ‘all-in-one’ technology solution to support financial planners and advisers. PlanHappy said it will provide access to training and ...

Cashflow planning software provider CashCalc has been integrated with Intelliflo's back-office software Intelligent Office. This will allow financial advisers to pull client data from iO into CashCalc ...

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 ...

Elizabeth Barrett Browning’s famous lines “How do I love thee? Let me count the ways” are not likely to come out of the mouths of foodservice executives trying to convey their feelings about ...

An AI agent is a piece of software designed to automate work that would have normally been done by a subject-expert human. Nowhere are these AI agents more applicable than in the back office, a domain ...