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 ...

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 ...

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, ...

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 ...

Project portfolio management software is a vital asset for companies looking to streamline their operations. Such software significantly aids organizations in project prioritization, strategic ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

Microsoft will acquire the software and intellectual property of United Management Technologies to build into its Office software, the companies said Friday. Microsoft's purchase includes UMT's ...

LONDON--(BUSINESS WIRE)--ZephyrTel, a new ESW software company, dedicated to serving the global Telecommunications and Cellular industry, is pleased to announce it has acquired three new companies ...