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 ...

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced significant enhancements to its web-based Advisor Portal, bringing advanced ...

Spinnaker Trust, a Portland-based wealth management firm, has hired Scott Stefanowicz as director of portfolio management and trading. In his new role, Stefanowicz will oversee various critical ...

Since the ‘DeFi Summer’ of 2020, Decentralized Finance (DeFi) has changed the financial landscape, offering an alternative to traditional financial systems by removing intermediaries like banks and ...

WAKEFIELD, Mass.--(BUSINESS WIRE)-- Vestmark, Inc., a leading wealth management software and services provider, announced today a strategic partnership with Corient, one of the nation’s largest and ...

DeFi doesn’t have to feel like doing your taxes. With Velvet, you get a clean, unified platform for trading, yield farming, portfolio management – and yes, even an AI that helps you figure out what to ...

MELBOURNE, AU / ACCESS Newswire / February 10, 2026 / Wealth Within, an Australian-based provider of professional trading and investment education, continues to support individuals worldwide through i ...

EverForward Launches Proprietary Trading Firm with International Institutional Support and Brian Ferdinand Appointed to Lead Trading and Portfolio Strategy London, England, United Kingdom, January 12, ...

Electronic bond trading platform MarketAxess (NASDAQ:MKTX) in Q4 CY2025 as sales rose 3.5% year on year to $209.4 million. Its non-GAAP profit of $1.68 per share was 2.4% above analysts’ consensus ...

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 ...