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 ...

Morgan Stanley Wealth Management will continue its GenAI leadership position by deploying the Aladdin Wealth platform’s new AI tool in the U.S. within their Portfolio Risk Platform Aladdin Wealth™, ...

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 ...

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 ...

OMAHA, Neb., & SAN FRANCISCO--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a ...