News and Community

Acterys Acquisition, Business Analytics, corporate strategy, Data-Driven Insights, Enterprise Planning Solutions, Finance News, Financial Planning, Fintech News, Microsoft ecosystem, Orchestrated Planning, Vena

March 27, 2026

Vena Completes Acterys Acquisition to Boost Microsoft Ecosystem Planning

advisor productivity, digital workflow, Edelman Financial Engines, Finance News, Financial Planning, Fintech News, Orion, Portfolio Management, Wealthtech Partner

January 23, 2026

Edelman Financial Engines (EFE) Chooses Orion as its Wealthtech Partner to Personalize Advice at Scale

budgeting platform, control, Finance News, FinanceIQ, financial discipline, Financial Planning, Fintech News, FP&A suite, LiveFlow, mid-market teams, scalability

October 23, 2025

LiveFlow Launches FinanceIQ: A Scalable Budgeting Platform for Mid-Market Teams

DOL, Finance Tech News, Financial Planning

May 26, 2025

Financial Planning Coalition Encourages DOL to Stay Committed to Retirement Security Rule

Asset Management News, Client-Centric Finance Solutions, Finance News, Finance Tech News, Financial Advisory Growth, Financial Planning, FinTech, investment strategy, MarTech in Finance, Strategic Financial Partnerships, Summit Financial Invests in Parsons Broach, Wealth Management Expansion

May 23, 2025

Summit Financial Invests in Parsons Broach: A Strategic Expansion