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 ...

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 ...

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™, ...

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 ...

Dynamo Software today announced that its alternatives investment FinTech software was named “Best Fund Accounting, Portfolio Management & Data Platform” by the Data Management Insight Awards USA 2025 ...

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 ...

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 ...

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 ...