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 ...

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

It seems that every RIA reported record growth in both 2020 and 2021, and accordingly, every RIA is looking to add members to their team to help support the additional clients. Many firms are seeking ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Taylor Soper on Oct 2, 2024 at 6:26 ...

Whether you own a small firm or a large enterprise, data-driven competencies and advanced analytics & reporting capabilities are indispensable for your business to stay ahead of the competition.

As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that ...

Recognized as a Champion for third year running, EnergyCAP earns highest customer ratings for business value, support and ...

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 ...