NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, announced today the launch of CAISey, an AI-powered tool built to redefine how advisors ...

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

A day after announcing it had reached $200 billion in assets, alternative investment platform iCapital rolled out a new tool it calls the Multi-Investment Workflow, which allows financial advisors to ...

Dynamo v3.0 Unlocks New AI Capabilities, Unveils Next-Generation Interface Innovation, and Launches the Expert-Crafted Dynamo Advantage Blueprint to Enhance Precision and Elevate User Experience ...

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 ...

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 ...

Allvue Systems, LLC, a firm focused on alternative investment solutions, has acquired PFA Solutions LLC, a provider of compensation and carried interest software solutions for firms across private ...

LGT, a Liechtenstein-based private bank, has collaborated with iCapital to digitise its alternative investment portfolio. The alliance has resulted in the development of a technology platform, which ...

Through Alts Bridge, BNY will deliver to wealth intermediaries, advisors, and investors a complete and integrated set of solutions across the alternative investment lifecycle Designed to deeply ...

For clients looking to maximize their savings for retirement, structured investments can be a helpful tool. Structured investments, also known as structured notes, are a combination of a bond, which ...

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 ...