Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

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 ...

NEW YORK--(BUSINESS WIRE)--ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services, today announced its Managed Performance Services offering, which enables ...

Reaping investment returns requires patience, strategy, and high-risk tolerance to meet one's financial objectives. With the best portfolio management software, investors can easily oversee, select, ...

The investment and accounting software firm Clearwater Analytics Holdings Inc. said today it will be taken private by the private equity firms Permira Holdings Ltd. and Warburg Pincus LLC in a deal ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

The new feature enables investors to access interactive and comprehensive performance reporting for both closed-end and open-ended funds, powered by iCapital's technology and data solutions. “We are ...