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 ...
Altruist has played the latest card in its ongoing efforts to woo independent advisors to its asset custody platform. The Los Angeles-based company previously charged registered investment advisors $1 ...
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 ...
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