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 ...

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 ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

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, ...

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 ...

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 ...

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 ...

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 ...

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 ...

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, ...