Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...
SAN FRANCISCO--(BUSINESS WIRE)--Planisware Inc., a leading Strategic Portfolio Management provider, announced at its XChange user conference this week that it partnered with EOS Software to ...
As IT managers struggle to do more with less, the notion of managing an organization’s IT assets like a financial portfolio — using a Buy, Hold and Sell approach — has caught fire over the past 18 ...
Software AG has signed a deal to acquire IT portfolio management software vendor alfabet AG, and plans to combine the company’s tools with its own ARIS process modeling products. Terms of the ...
Running IT like a business doesn’t end with asset lifecycle management. IT executives are under sustained pressure to invest limited budgets to maximize returns and produce results in step with the ...
The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...
Continuous Portfolio Management as a Contributor for Achieving Highly-Aligned, Loosely-Coupled Teams
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Dynamo Software Named Best Portfolio Management Software for ALTS in 2025 ‘With Intelligence’ Awards
BOSTON--(BUSINESS WIRE)--End-to-end investment management platform Dynamo Software today announced that its portfolio management software (PMS) took the top spot in the Best Portfolio Management ...
Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 22, 2024, 11:55am EDT Nov 10, 2025, 07:26am EST Each year ...
Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 31, 2023, 10:53am EDT Nov 10, 2025, 07:26am EST This ...
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