Private equity firm Arlington Capital Partners has acquired a provider of software and related IT offerings to federal agencies for use in automating financial and program management functions.
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
NEW YORK, Aug. 27, 2025 /PRNewswire/ -- A new report from Software Experts highlights how artificial intelligence is transforming project management in 2025, with QuickBooks Agent positioned as a ...
Discover practical time management tips to enhance productivity and minimize distractions for finance professionals. Boost ...
Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...
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