Servicing a mortgage portfolio is a daunting challenge with hidden risks, requiring a holistic view and strong understanding of your portfolio. Portfolio Intelligence and Monitoring provides the ...

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 ...

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 ...

Do you have a solid collateral risk strategy? In a rising rate environment, it’s important for lenders and servicers to proactively monitor their portfolio value and determine the best way to ...

NEW YORK--(BUSINESS WIRE)--Acuity Knowledge Partners (Acuity), a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector, is proud to ...

Yewno|Edge, a front end investment research tool powered by artificial intelligence, takes millions of pieces of unstructured financial data to provide helpful summaries and valuable insights into ...

73 Strings, the pioneering provider of valuation and portfolio monitoring solutions for the private capital industry, has completed its Series A funding round. The investment round was “led by ...

Ares Capital faces potential increases in non-accruals due to struggling portfolio companies and the impact of interest rate cuts. The percentage of ARCC's portfolio graded at risk level 2 has ...

Adam Palasciano is a writer over three years of experience writing about personal finance, investing, student loans, and more, for outlets like GOBankingRates, FinanceBuzz, The Penny Hoarder, and Wall ...

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 ...