At the end of the day, a portfolio is only as good as its performance. And the need for a good portfolio accounting platform that can accurately calculate, track and attribute performance, and provide ...

In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...

Portfolio accounting is a core function that all buy-side firms need to manage efficiently, accurately and transparently, irrespective of their size, location and investment strategies. And now that ...

GREENWICH, Conn., Aug. 19, 2025 /PRNewswire/ -- INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for buyside firms, today announced that Green Alpha ...

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics ® announced today that Unum Group (NYSE:UNM) has selected Clearwater’s cloud-based investment accounting and reporting solution to provide validated ...

Fiserv (FISV) has made an accounting application available in its online risk-management portal. The Prologue Investment Portfolio Accounting application can now be accessed as a hosted application ...

You’ve undoubtedly heard the term “rebalancing.” It has nothing to do with a highwire act although some in the financial community might say that’s exactly what it is. Rebalancing your portfolio is ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Acadian is a Boston-based investment management firm that specializes in ...

ARLINGTON, Va., Sept. 20, 2021 /PRNewswire/ -- Bloomberg Tax & Accounting today announced significant enhancements to Accounting and Disclosure for Derivatives and Hedging Instruments, an updated ...

Business and tech consultancy Net at Work, an Accounting Today VAR 100 firm, has partnered with Acumatica and added the company’s ERP platform to its portfolio of offered services. The company's ...

ARLINGTON, Va., May 13, 2021 /PRNewswire/ -- Bloomberg Tax & Accounting today announced significant additions to Transfer Pricing: OECD Transfer Pricing Guidelines, an updated Tax Management Portfolio ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...