Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...

Some RIA firms that assemble their RIA tech stack may also choose to add something relatively new – risk analytics software – as part of their practice. As it helps assess and manage industry-specific ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

NEW YORK--(BUSINESS WIRE)--J.P. Morgan (NYSE: JPM) announced today that it has entered into a definitive agreement to acquire Aumni, a leading provider of investment analytics software to the venture ...

. Windham Labs has released well-known software products that were initially developed for internal use, but later became available to their clients, financial advisors, family offices, banks, ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

LONDON--(BUSINESS WIRE)--Moody’s Analytics is pleased to announce the launch of RiskIntegrity™ Investment Insight, an asset-liability management (ALM) solution for insurance companies. The new tool ...

Reaping investment returns requires patience, strategy, and high-risk tolerance to meet one's financial objectives. With the best portfolio management software, investors can easily oversee, select, ...

J.P. Morgan (NYSE: JPM) announced that it has entered into a definitive agreement to acquire Aumni, a provider of investment analytics software to the venture capital industry. Financial terms of the ...

The investment and accounting software firm Clearwater Analytics Holdings Inc. said today it will be taken private by the private equity firms Permira Holdings Ltd. and Warburg Pincus LLC in a deal ...

Investors who trade financial assets like stocks on their own need tools to analyze the securities they are looking to buy or sell. The ability to evaluate stock trends and trading patterns is known ...