Most advisory firms use three core technology platforms: portfolio accounting software to track investment portfolios, planning software to build plans and CRM software to keep track of all their ...

BOSTON, Jan. 9, 2018 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that Tanrich Asia-Pac Asset Management (Asia) Limited ("TAPAM" ...

Altruist, which launched its self-clearing platform earlier this year, announced new integrations with Orion’s portfolio accounting software, Orion’s Redtail CRM, Kwanti’s portfolio analytics and ...

Eze Software Group, a global leading provider of investment technology, has bolstered its Eze Portfolio Accounting module with a Reconciliation Summary dashboard. The tool provides an at-a-glance view ...

Top 100 Firm Dean Dorton has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, Texas, to expand its portfolio of specialized accounting software and ERP solutions. The ...

LOS ANGELES--(BUSINESS WIRE)--Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...

Lou Stanasolovich is no computer geek, but he's not afraid of technology, either. "I read a lot to understand the big-picture issues and drive my tech staff crazy asking questions," says the president ...