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 ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Taylor Soper on Oct 2, 2024 at 6:26 ...

To focus on what is really important, family offices rely on software and technology to facilitate and automate core processes of their operations. Over the last two years, we have become more ...

It seems that every RIA reported record growth in both 2020 and 2021, and accordingly, every RIA is looking to add members to their team to help support the additional clients. Many firms are seeking ...

BOSTON--(BUSINESS WIRE)--Alternative investments FinTech Dynamo Software has been recognized as the “Best Alternative Fund Accounting and Reporting Software” as part of the annual Hedgeweek and ...

NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has been recognized by Gartner® in the 2025 Market ...

As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that ...

The Verdantix Green Quadrant: ESG & Sustainability Reporting Software (2025) is a definitive industry benchmark that evaluates the 21 most prominent vendors in the ESG and sustainability software ...