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 ...

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 ...

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, ...

BOSTON--(BUSINESS WIRE)--Tempo Software, the leading provider of modular portfolio management solutions for the Atlassian ecosystem, today announced the acquisition of Alpha Serve, a pioneer in ...

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 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 ...