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 ...

Clearwater Analytics®, the leading provider of web-based investment accounting and reporting technology for institutional investors, today unveiled a new brand identity at the Association for ...

About Clearwater Analytics Holdings Inc. Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates ...

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 ...

Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...

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 ...

In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...