NEW YORK--(BUSINESS WIRE)--Chronograph, provider of the world’s leading portfolio monitoring solutions for private equity, announced today that it has begun working with Snowflake, the Data Cloud ...

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 ...

NEW YORK--(BUSINESS WIRE)--AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically ...

BOSTON, April 28, 2021 /PRNewswire/ -- Cobalt Software, Inc. ("Cobalt"), a leading portfolio monitoring solutions provider for the private capital industry, today released a new version of its ...

We built Maven Metrics to eliminate manual bottlenecks and give teams confidence in their numbers—every input is traceable; every output is auditable.” — Andrew Cisneros, Founder and CEO of Maven ...

New quantitative environment integrates research, execution tools, and performance oversight into a unified system for structured market decision-making ...

More than half (51%) of new retail investment accounts are opened through robo-advisory platforms, which have evolved beyond being simple automated investing apps. Robo-advisors typically feature ...