Portfolio management

Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the…

Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial…

Finzi's appointment coupled with the expansion of its Global Delivery Services underscores Enfusion's commitment to innovation and customer experience…

Sentinel Trust Company, LBA, one of the nation's leading boutique wealth management firms and multi-family offices, is pleased to announce several new…

B21 announced the launch of its B21 Invest app in India. B21 Invest makes it easy to purchase and manage a portfolio of cryptocurrencies including…

Mavenlink’s Innovative Platform Designed Specifically for the Services Industry Recognized in Multiple G2 Grids Highlighting Multifaceted Impact and…

Industry Veteran Brings Over 20 Years of Engineering Portfolio Management Experience to Nutanix Nutanix, a leader in enterprise cloud computing,…

Mr. Zilli Succeeds CEO Boaz Chalamish Who Has Been Appointed Chairman Clarizen, the global leader in enterprise collaborative work management,…

Announcement Follows ADGM and SEC Licensing Portfolio management company Wealthface announced the launch of its robo-advice direct indexing…