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 ...

TORONTO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- PaayaTech, a provider of customized IT software solutions, has announced the release of ReportLinx, a new web-based software designed to simplify and ...

NEW YORK--(BUSINESS WIRE)--Allvue Systems, LLC (“Allvue Systems”), a leading provider of technology solutions for the private capital markets, has been named the winner of the Fund Accounting and ...

Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors Arch, a modern platform for ...

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 ...