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 ...

BRATTLEBORO — A successful pitch from town staff resulted in adopting more modern financial and asset management software. "Despite its forward-looking attitude, [Brattleboro] needed a system for ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

William Blair acted as financial advisor to PDQ while Guggenheim Securities served as a financial advisor to Berkshire Partners Kirkland & Ellis provided legal counsel to TA while Ropes & Gray ...

German renewables monitoring company meteocontrol claims its newly launched software suite, mc Assetpilot, can standardize the mundane tasks that asset managers and O&M companies must consider in ...

NASA uses thousands of unique software products from hundreds of vendors in its efforts to advance science, technology, aeronautics, Earth studies, and space exploration. Each software application and ...

Pave Finance, Inc. (“Pave”), a leading provider of wealth management software enabling investment advisors to customize, personalize and automate portfolio construction and management, today announced ...

SAN FRANCISCO & BOULDER, Co.--(BUSINESS WIRE)--Stem, Inc. (“Stem” or “the Company”) (NYSE: STEM), a global leader in artificial intelligence (AI)-driven ...

Stephanie Trovato is an experienced journalist with a focus on tech and small business. She has written for national web publications like Hubspot, SmallBizClub, and Investopedia. You can find her at ...

It was once a daunting task to manage thousands of student, staff and faculty devices in higher education. It became even more difficult as colleges embraced hybrid learning and remote work, ...