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 ...

The contemporary global financial system is measured at speeds of microseconds, giving rise to the demand of effective financial management software technologies in order to stay competitive, secure ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

In today’s congested market, a brilliant business strategy and unique products and services are two ways to stand out. However, in a community where Big Data boosts creativity and profitability, it ...

John Hancock Financial Services IT executive discusses the firm’s plans to better track IT assets, services and costs with in-house processes and products from HP. The brutal economic recession of the ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...