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 ...

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 ...

Fintech platform iCapital has announced that it will be launching Architect, a tool designed to make it easier for financial advisors to create the ideal portfolio for their clients using alternative ...

Sharesight is an online portfolio-tracking tool that lets you sync and view all your investment accounts in a single platform. In addition to tracking your portfolio performance, you can keep track of ...

Keeping track of investments across different asset classes, platforms, and accounts can often be time-consuming and fragmented. To help investors make more informed decisions and maintain better ...

It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence ...

Diversiview, the portfolio analysis and optimization tool developed by Australia-based fintech firm LENSELL, has reportedly expanded its analytics coverage to include securities listed on the National ...

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 ...