Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

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 ...

An analytics-first approach CREModels Lighthouse integrates with industry-standard accounting software packages but can also be connected to in-house systems and other data sources. It uses AI agents ...

To make the best investment decisions, you need to understand your portfolio clearly. To aid in this task, you might consider using portfolio analysis tools. These valuable investment tracking, ...

Keeping track of investments across different asset classes, platforms, and accounts can often be time-consuming and fragmented. To help investors make more informed decisions and maintain better ...

The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

"Analyzing systematic portfolio risk, liquidity and performance characteristics is a critical component of compliance oversight," said AdvisoryWorld COO Michael Wilson. "Our Batch Risk Analysis System ...

StockwareLite is a free stock analysis software for Windows 11/10. This software is used for technical analysis of the stock market as well as for portfolio management. For performing the stock market ...

Software AG last week announced AI-powered capabilities designed to broaden access to its ARIS process intelligence and Alfabet IT asset management products. Attendees at the company's annual ...

Cadence Design Systems, Inc. CDNS has signed a definitive agreement to acquire the Design & Engineering (D&E) division of Hexagon AB, including its renowned MSC Software business, an industry pioneer ...

Acquisition unlocks powerful analytics for limited partners by transforming investment documents and fund data into actionable, AI-enabled insights into their alternative investments portfolio and ...