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Articles on Financial Management
Financial Planning Software 101
Posted January 13, 2015 by Kiri Picone
To provide clients with the best service possible (and to keep from going crazy), today's financial advisors need top-rated financial planning software. We discuss key features and top solutions. Read More
5 Financial Apps to Help Manage Your Taxes
Posted January 6, 2015 by Kirk Kerr
Paper ledgers and ten-key machines are history. So why should we show up to the accountant’s office each year with a shoebox full of receipts? Here are some of the top apps, available for iPhone… Read More
Digital Signatures Are Key to Successful Onboarding
Posted June 18, 2014 by Emily Maxie
Only 31% of wealth management clients rate their onboarding experience as excellent. Yet a successful onboarding experience can greatly benefit your company. Read More
The Secret to Pain-Free Corporate Travel Management
Posted May 29, 2014 by Miranda Limonczenko
With the extreme need for international travel, companies need to track expenses, manage travel time, and know where employees are on the global map. Sound impossible? Luckily, a specialized type of software handles this: Travel… Read More
5 Obscure Business Tax Credits (And How Not to Miss Out On Others)
Posted May 7, 2014 by Kristin Crosier
Though Tax Day has officially come and gone, 12 million people filed extensions and are still in the thick of sorting out their finances. One crucial benefit for those with extensions is the ability to… Read More
4 Business-Friendly Budget and Expense Tracking Apps
Posted May 1, 2014 by Kristin Crosier
Finance tracking apps are particularly valuable for businesses previously limited by their software budget, who can now take advantage of the cost-friendly yet comprehensive tools to easily perform vital tasks on the move. Check out… Read More
The Best-Value Business Tax Software
Posted January 30, 2014 by Kristin Crosier
As tax season rolls in like a menacing wave ready to swallow you (and your bank account) whole, the Business-Software team wants to help minimize the pain. We understand that tax preparation is a necessary… Read More
Behind the Software Q&A with Unanet Technologies' VP of Marketing
Posted January 15, 2014 by Kristin Crosier
The surplus of project management software that overlooks financial planning has made it increasingly difficult for managers to effectively plan and track everyday business activities. That's where Unanet Technologies comes in, offering a range of… Read More
5 Subscription Billing Solutions to Make Over Your Payment Process
Posted June 28, 2013 by Kristin Crosier
Perhaps one of the most important, but undervalued, software investments for maintaining a business -- be it a VSB or large enterprise -- is a subscription billing platform. To get you started, Business-Software.com compiled a… Read More
Invisible Software: How Subscription Billing Works Behind the Scenes
Posted June 24, 2013 by Miranda Limonczenko
Subscription Billing software automates the payment process so that, once in place, the software becomes invisible, rotating the cogs that ensure a subscription payment enters the bank at regular intervals. Read More