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 ...

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 ...

Alternative investments like real estate, private equity, commodities and collectibles can be valuable tools for long-term ...

Alternative investment management firm Hamilton Lane (NASDAQ:HLNE) reported Q3 CY2025 results beating Wall Street’s revenue ...

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.

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 ...

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 ...

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 ...

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 ...

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 ...