Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The Governance Accelerator, which provides the industry's first ...

For many advisory firms, portfolio rebalancing technology is one of the single most important pieces of technology that they have. While other software is certainly important – from a CRM for managing ...

TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of world-class IT research and consulting firm Info-Tech Research Group, announces the release of the 2020 Project Portfolio Management Data ...

Reaping investment returns requires patience, strategy, and high-risk tolerance to meet one's financial objectives. With the best portfolio management software, investors can easily oversee, select, ...

What is Project Portfolio Management (PPM) software? How does it deliver value to a project-driven enterprise in a way that is different from enterprise project management (EPM) or even a good project ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

Software AG has signed a deal to acquire IT portfolio management software vendor alfabet AG, and plans to combine the company’s tools with its own ARIS process modeling products. Terms of the ...

Planview, the enterprise software company recently acquired for $1.6 billion by TPG and TA Associates, is making an acquisition of its own with plans to buy Seattle-based Changepoint and San Mateo, ...