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 ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...

The purpose of the Portfolio and Project Management Office (PPMO) is to provide project, program or portfolio management consulting and tools. The PPMO consists of nine core staff members with ...

Microsoft offers powerful work and project management tools under the Planner and Project brands designed for businesses deeply integrated into the Microsoft ecosystem. While this software provides ...

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 ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

Program management is the process of managing sponsored project related programs mapped to portfolio objectives that improve the University of Colorado Boulder’s research performance. It is the ...

But thankfully there are now many powerful portfolio analysis tools that can save you time and headache. Some tools are free, while others cost money. Some offer deep insights while others keep the ...