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 ...

One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

Financial Engines has hired Omar Aguilar as head of its Portfolio Management group, reporting to Chief Investment Officer Christopher Jones. In his new role, Aguilar is responsible for all portfolio ...

When IT leaders only have a high-level view into their existing IT landscape and information gathering is ad hoc and time-consuming, the level of risk associated with decision-making is greatly ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

A survey carried out by NET2S, a consultancy specialising in capital markets technology, highlights a significant shortfall in adequate risk management in the portfolio management systems (PMS) vendor ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Robert Kelly is managing director of XTS Energy LLC, and has more ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor's comfort with ...

BOSTON--(BUSINESS WIRE)--MFS Investment Management ® (MFS ®) is announcing changes to the portfolio management team of MFS Intermediate Income Trust (NYSE: MIN) ("the Fund"), a closed end fund.