Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

Betterment, a provider of digital investment services for retail investors and advisors, today announced the acquisition of software development company Rowboat Advisors, a provider of portfolio ...

BOSTON--(BUSINESS WIRE)--End-to-end investment management platform Dynamo Software today announced that its portfolio management software (PMS) took the top spot in the Best Portfolio Management ...

Pave Finance, Inc. (“Pave”), a leading provider of wealth management software enabling investment advisors to customize, personalize and automate portfolio construction and management, today announced ...

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC ...

The company wants to win more business from independent financial advisors and thinks Rowboat’s portfolio management solutions will have appeal. Wealth management company Betterment said it has ...

Portfolio management is central to the business of most financial advisory firms, and systems that facilitate the portfolio management process have long been one of the three core parts of advisory ...

While Bain Capital and other private investors were acquiring Envestnet, the portfolio management software giant, for $4.5 billion last year, the fintech world was facing unprecedented upheaval. Many ...

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