Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 22, 2024, 11:55am EDT Nov 10, 2025, 07:26am EST Each year ...

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 ...

ARLINGTON, Va., March 18, 2025--(BUSINESS WIRE)--Excel Group, a private equity firm that owns and develops hotels throughout the United States, is pleased to announce that it has partnered with Ares ...

This article is excerpted from IT Portfolio Management Step-by-Step: Unlocking the Business Value of Technology, by Bryan Maizlish and Robert Handler. Used with permission of the publisher John Wiley ...

Stephen Simpson, CFA, has 15+ years of experience in financial publishing and editing. He is the operator of the Kratisto Investing blog. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

Boston, MA. July 7, 2009. Excel Venture Management announced today the launch of its first fund, Excel Medical Fund. The $125 million fund will be invested in early- to late-stage companies with ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

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 ...