There are many areas of potential confusion and conflict between product management and portfolio marketing. While recommendations on roles and responsibilities exist, other factors are more important ...

Managing a portfolio of products is more than managing the sum of its parts. For most of us as product managers, as we gain experience and responsibility, we do start owning a portfolio of products.

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 ...

Advent Genesis is a cloud-native platform designed to support investment managers globally with complex portfolio construction capabilities. Users can monitor style drift, create trade orders, and ...

3D nesting in Siemens NX allows users to maximize the number of prints that can be executed within the build volume of the HP Multi Jet Fusion printer. For the past 10 years or so, Siemens has been ...

I have been using RiskVal’s services for over 20 years. Their portfolio platform offers real-time P&L and risk management capabilities that have become essential to my trading activities over the ...

Tools like Jira and Azure DevOps serve only part of the agile team’s job functions. Here are the agile tools that will take you to the next level When you ask product owners if agile tools work well ...

Order and portfolio management systems, such as the Limina Investment Management System, Charles River Development and Bloomberg AIM are essential for asset managers and asset owners. However, ...

Shorter settlement periods mean equity trading firms must move faster and become more efficient. Firms accelerating trade settlement processes are simultaneously attempting to automate procedures for ...

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 ...