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 ...

Fintech platform iCapital has announced that it will be launching Architect, a tool designed to make it easier for financial advisors to create the ideal portfolio for their clients using alternative ...

Keeping track of investments across different asset classes, platforms, and accounts can often be time-consuming and fragmented. To help investors make more informed decisions and maintain better ...

BlackRock’s Aladdin platform is a buy-side-focused multi-asset portfolio analysis offering designed to provide investors with the information and transparency they need to make the most informed ...

CHICAGO--(BUSINESS WIRE)--YCharts, a cloud-based investment research platform empowering wealth management professionals to make smarter investment decisions and enhance their client communication, ...

Diversiview, the portfolio analysis and optimization tool developed by Australia-based fintech firm LENSELL, has reportedly expanded its analytics coverage to include securities listed on the National ...

It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence ...

A simple test of adding gold and/or bitcoin to a stock and bond portfolio highlights key differences in risk and reward associated with these alternative assets. A backtest that adds bitcoin to a ...

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 ...