Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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 ...

eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. Cabinet NG announced May 7 that it has released its ...

Platform approach reduces cost and risk of reliance on spreadsheets, manual processes and third-party tools for transaction matching and account reconciliation ROCHESTER, Mich.--(BUSINESS ...

ATLANTA — March 8, 2016 — Butler Street Consulting ("Butler Street"), a leader in client and talent development announced its release of ClientFit, a cloud-based application focused on minimizing ...

National Monitoring Center, a leading provider of third-party and proactive monitoring services, today introduced Nexus, a powerful new business intelligence, and account management web application ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...