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 ...

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 ...

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 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 ...

The cloud has been the latest computing craze financial firms have been chasing but it was mobile control that just got the latest expansion in portfolio management software. Enfusion Inc. is a ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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 ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that are not widely recognized. Many fewer stocks now meet the conventional definition (used by ...