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 ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

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, ...

There are countless tech providers in wealth management, and the numbers keep rising as technology rapidly evolves, largely thanks to AI. Processing Content IT spending globally is expected to grow 8% ...

NEW YORK--(BUSINESS WIRE)-- Coremont, a leading provider of real-time, multi-asset class portfolio management software and analytics, today announced a $40 million strategic growth investment from ...

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 ...

The financial sector continues to invest heavily in artificial intelligence, or AI, and it's starting to yield positive results. According to Nvidia Corp.'s (ticker: NVDA) 2025 State of AI in ...

Advent Genesis is a cloud-native platform designed to support investment managers globally with complex portfolio construction capabilities. Users can monitor style drift, create trade orders, and ...

Swedish national pension funds AP3 and AP4 have selected SimCorp for portfolio management. As part of the agreement, SimCorp will provide a front-to-back, software-as-a-service (SaaS) system covering ...

A differentiating attribute of software companies is the way they integrate customer feedback into product development. Software is designed and built so that its use creates actionable data, which is ...