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 ...

Project management software firm Monday.com Ltd. today announced the full release of its Portfolio management solution, an enterprise-ready product that assists with making decisions about projects ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...

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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.

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...

Here's why modern lease management is essential for financial planning, cross-departmental collaboration and compliance.

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 ...