RICHARDSON, Texas & WALNUT CREEK, Calif.--(BUSINESS WIRE)--ASG, a portfolio company of Alpine Investors that buys, builds and operates vertical SaaS companies, today announced that it has acquired ...

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 ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. With the increasing demand for customized versions of core product ...

New report from top global financial services advisory firm Aite-Novarica Group names Addepar as the category leader in RIA software among wealth management reporting platforms MOUNTAIN VIEW, Calif., ...

In a competitive industry, Matrix Advisors Funds Trust does n't differentiate itself enough, leading to an Average Parent Pillar rating. Portfolio management turnover has been minimal at the firm over ...

Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers GENEVA, Switzerland, Aug. 04, 2022 (GLOBE ...