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 ...

New solution enables faster, more transparent portfolio valuation, monitoring, analysis, and reporting We built Maven ...

Servicing a mortgage portfolio is a daunting challenge with hidden risks, requiring a holistic view and strong understanding of your portfolio. Portfolio Intelligence and Monitoring provides the ...

More than half (51%) of new retail investment accounts are opened through robo-advisory platforms, which have evolved beyond being simple automated investing apps. Robo-advisors typically feature ...

NEW YORK--(BUSINESS WIRE)--Acuity Knowledge Partners (Acuity), a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector, is proud to ...

Continuous analytics and automated monitoring are enabling insurers to respond faster to emerging performance shifts ...

The new fintech platform equips retail traders and portfolio managers with advanced Analytics and macro-economic data for less than €1 a day. NY, UNITED STATES ...

73 Strings, the pioneering provider of valuation and portfolio monitoring solutions for the private capital industry, has completed its Series A funding round. The investment round was “led by ...