Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

UK Manager benefits from INDATA's Advanced Functionality for Managing Model and Bespoke Portfolios GREENWICH, Conn., March 17, 2026 /PRNewswire/ -- INDATA, a leading industry provider of cloud-native, ...

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 ...

Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a human advisor, time-consuming research, and spreadsheets can now be ...

Alloy, a firm focused on digital asset investment technology, and Obligate are entering a strategic partnership that will integrate Obligate’s tokenized bonds into Alloy’s comprehensive digital asset ...

Coremont, a leading provider of real-time, multi-asset class portfolio management software and analytics, today announced a $40 million strategic growth investment from funds managed by Blue Owl ...

Talos, the provider of institutional trading technology for digital assets, announced the launch of its new Portfolio Management System (PMS), integrating all of its portfolio management tools with ...

Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a ...