The Kestra Investor Solution is powered by Addepar, a global data and AI platform. The solution will build upon Addepar's data aggregation, portfolio intelligence, and performance reporting expertise ...

Financial software and services provider SimCorp has acquired reporting software provider Equipos, in an effort to increase market share for client reporting technology in the investment management ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...

Quilter has announced the launch of a new client reporting tool designed to support “meaningful” adviser and client conversations by ensuring greater flexibility, a variety of performance insights and ...

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 ...

The Super Bowl is just around the corner, bringing with it a formal end to the NFL season—and to the fantasy football season. But while everyone will absolutely know which team is the best in the ...

Press Advantage, a press release distribution service provider, today announced the launch of its enhanced white-label reporting system designed specifically for digital agencies managing high-volume ...