NEW YORK, April 15, 2025 (GLOBE NEWSWIRE) -- Bipsync, the leading research management software (RMS) purpose-built for investment management, today announced the launch of Bipsync AI, a new suite of ...

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 ...

The latest Frontline Insight Report from Dynamo Software reveals a dramatic evolution in how the alternative investment (ALTS ...

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 ...

Northern Trust (Nasdaq: NTRS) released “Asset Owners in Focus: Global Asset Owner Peer Study 2025,” offering insight into the investment and operations strategies employed by institutional investors ...

Amidst changes in the composition of US capital markets and the US retirement system towards private markets and defined contribution plans, this paper studies the implications of broadening retail ...

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 ...