Technology

 Conference To Focus On Trends for Financial Advisors

February 25, 2014 

Conference To Focus On Trends for Financial Advisors

The second annual Junxure Advisor Conference will be held at the Las Vegas Four Seasons Hotel from Sept. 15-16, the company's co-founder and president has announced. Junxure provides CRM solutions for financial advisors.

 Adaptive Planning Rebrands as Adaptive Insights

February 25, 2014 

Adaptive Planning Rebrands as Adaptive Insights

The new name and brand reflect Adaptive’s broad and innovative product suite as the company rapidly expands its customer base and further cements its leadership in enterprise and international markets.

 Small Biz Management Tool Integrates with Bill.com

February 24, 2014 

Small Biz Management Tool Integrates with Bill.com

PNC Bank. is partnering with Bill.com to enhance the bank's Cash Flow InsightSM, a suite of online tools specifically designed to help small businesses better manage incoming and outgoing funds. The enhanced technology automates the payables and receivables processes, taking paper out of the equation when sending invoices, making payments and tracking approvals.