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 ...

Regularly working with spreadsheets for solar project and portfolio management can be challenging, inefficient, and hinder collaboration efforts and transparency. Until recently, most project ...

NEW YORK--(BUSINESS WIRE)--Equity Data Science, Inc. (“EDS”), a leading investment process management (IPM) software provider, today announced the launch of Nexus, a risk and portfolio management ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

Amid the whirlwind of healthcare mergers and acquisitions (M&A), it’s easy to overlook the critical early analysis of combined software applications. However, this oversight risks hindering patient ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

The Chaifetz School’s Applied Portfolio Management course (FIN 4630) offers upper level finance students the opportunity to directly manage nearly $2.5 million in University Endowment Funds. Students ...