News & Insights

Read the Latest Premium Financial Planning News

Shopify Expands Dynamics 365 Business Central Ecosystem

Facebook Twitter LinkedIn Email

Microsoft Dynamics 365 Business Central is teaming up with Shopify to help customers create a better shopping experience. While Shopify provides merchants with an easy-to-use e-commerce solution, Dynamics 365 Business […]

READ MORE

Microsoft Dynamics GP Release 18.4 Now Available

Facebook Twitter LinkedIn Email

As promised, when Microsoft introduced their new Modern Lifecycle roadmap for Dynamics GP, Microsoft is releasing two updates per year. The latest update, Release 18.4, was released in October and […]

READ MORE

Best Practices for Monitoring Retirement Plan Service Providers

Facebook Twitter LinkedIn Email

As a plan sponsor it is good practice to formalize a process around monitoring service providers. Establishing, documenting, and executing this process can help to ensure that each vendor is […]

READ MORE

Top Considerations for the Nonprofit Sector

Facebook Twitter LinkedIn Email

Many nonprofits are dealing with the uncertainty of the ongoing pandemic as well as increased demand for their services. It’s a delicate balancing act, but with proper systems and support, […]

READ MORE

Data that Drives Results for Transportation Authorities

Facebook Twitter LinkedIn Email

With missions to improve residents’ quality of life and increase economic sustainability for its local region, Transportation Authorities are dynamic governmental entities that provide public transit throughout the United States. […]

READ MORE

Read the Latest Premium Financial Planning News

Recent Posts