Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors As global alternative ...

Dynamo v3.0 Unlocks New AI Capabilities, Unveils Next-Generation Interface Innovation, and Launches the Expert-Crafted Dynamo Advantage Blueprint to Enhance Precision and Elevate User Experience ...

Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors Arch, a modern platform for ...

NEW YORK & LONDON--(BUSINESS WIRE)--BlueFlame AI (BlueFlame), the generative AI platform for alternative investment managers, today announced the successful completion of its Series A funding round.

iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announced the launch of iCapital’s Multi-Investment Workflow tool. Available to wealth ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

January 11, 2023 – Alternative data continues to strongly influence the decision-making of investment professionals across the investment management industry, according to law firm Lowenstein ...

Alternative investment managers recognize the potential of AI and have spent 2023 experimenting with the multiple tools available. Unfortunately, while everyone has seen the power of ChatGPT and ...

Lunate, a global alternative investment management company with more than $50 billion of assets under management, and BNY Mellon (NYSE:BK), the largest custodian and a leader in wealth 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 ...

Netvendor Secures Majority Investment From Five Arrows To Drive Next Phase Of Growth. TUALATIN, Ore. and AUSTIN, Texas, Nov.

Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. Vacation rentals are not new. Thanks to the internet and ...