Fintech platform iCapital has announced that it will be launching Architect, a tool designed to make it easier for financial advisors to create the ideal portfolio for their clients using alternative ...

Orion Advisor Solutions gave Future Proof 2023 attendees a sneak peak at an upcoming portfolio comparison tool that is powered by a combination of artificial intelligence and behavioral finance.

A month after launching a new digital marketplace for alternative investments, iCapital is rolling out a new tool to help advisors incorporate alts and structured products into client portfolios. On ...

CHICAGO--(BUSINESS WIRE)--YCharts, a cloud-based investment research platform empowering wealth management professionals to make smarter investment decisions and enhance their client communication, ...

The first of its kind tool will enable lenders to manage their portfolio migrations from legacy tech by themselves, removing the need for costly and unreliable third-party support OAKLAND, CA / ...

On the one hand, secondaries are a vital source of liquidity for both limited partners and general partners in private markets. In private credit, “secondaries” refers to the buying and selling of ...

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC ...

As revisions are being made to the Global Miami Plan, departments are considering ways to identify and assess student learning as they progress through a degree program. And many departments are ...