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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The launch comes as recent industry figures show that InvestEngine has ...

TAMPA, Fla.--(BUSINESS WIRE)-- AdvisorEngine®, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered ...

NEW YORK--(BUSINESS WIRE)--AdvisorEngine Inc.® announced today a series of enhancements to investment management capabilities in its wealth management platform, aimed at solving several Registered ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Kuwait City, Kuwait – Bloomberg announced that Kamco Invest, a leading regional asset manager with around $17 billion in assets under management, has adopted Bloomberg’s AIM and PORT Enterprise ...

Most investment portfolios are designed with growth as the primary objective. But in retirement, especially when considering long-term care needs, your portfolio must serve multiple masters. After ...

The quiet transfer of a senior investment chief from Citi to BlackRock has become the defining detail of a much larger power shift in global wealth management. By handing an $80 billion portfolio of ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

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 ...