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" ...

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 ...

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 ...

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 ...

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" ...

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 ...

Cloud accounting software provides modern automation options and lets you access your business’s finances from anywhere, including your couch. NerdWallet's content is fact-checked for accuracy, ...

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 ...