LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...

One of the UK’s cloud software platforms has added another string to its bow after striking a partnership with a financial software firm. The partnership will allow Eureka Solutions “to add iplicit to ...

The possible sale of Advent Software Inc. has advisers on alert for indications of who — if anyone — will put in a winning bid for the San Francisco firm, a longtime leader in portfolio accounting ...

Omaha-based portfolio accounting software provider Orion Advisor Services announced Thursday that it has acquired New York-based financial planning software company Advizr. “Bringing Advizr’s ...