Altruist, which launched its own self-clearing platform earlier this year, has eliminated the $1 per account per month portfolio accounting fee for advisors who custody with the firm. That gives the ...

BROOKFIELD, Wis.--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced the availability of its Prologue™ Investment ...

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 ...

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 ...

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 ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The FMC solution was chosen after a competitive evaluation.