Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

U.S. and European software companies have seen their shares sell off on the back of artificial-intelligence jitters in recent days — and big questions about the future of the software sector are ...

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, ...

PRESSADVANTAGE – Stephen Twomey has published a new in-depth resource analyzing how alternative investment management software is reshaping the way private capital is structured, monitored, and ...

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 ...

Enfusion reported Q2 2023 financial results below expectations. The company provides investment management software-as-a-service to global investment managers. The global investment management ...

In an era where technology dictates the pace of industry growth, real estate investment is undergoing a significant shift. Software now plays a crucial role in optimizing operations, from deal ...

RIAs are subject to stringent compliance policies and procedures – fiduciary obligations, disclosure rules, and exams and inspections, to name a few. Often, meeting these requirements eats into the ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...