This Nov. 9 marks the 402 nd anniversary of the Pilgrims' first glimpse of the New England coastline. And while Plymouth, Massachusetts was not the original destination choice for the Mayflower ...

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 ...

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility New Portfolio Management Features Elevate Experiences for Asset Managers ...

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 ...

Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated ...

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 ...

Coatue Management's 13F portfolio value increased from $19.71B to $23.84B in the last quarter. The largest five stakes in the portfolio are Nvidia, Meta Platforms, Advanced Micro Devices, Amazon.com, ...

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 ...

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 ...

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 ...