Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

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)--SIMON Markets LLC (SIMON), today announced an integration into its proprietary portfolio allocation tool, SIMON Spectrum, of a powerful optimization engine built by Rowboat ...

Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor ...

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A differentiating attribute of software companies is the way they integrate customer feedback into product development. Software is designed and built so that its use creates actionable data, which is ...

Financial terms of the deal were not disclosed. PwC said Tuesday the acquisition would broaden the practice’s client service offerings and expertise in areas such as sustainability, project portfolio ...

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC ...