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 ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields ...

Similar to Empower, the software syncs all your accounts to get a comprehensive ... The Premium version includes a portfolio analysis report. The Morningstar X-Ray tool shows how your investments in ...

BlackRock’s Aladdin platform is a buy-side-focused multi-asset portfolio analysis offering designed to provide investors with the information and transparency they need to make the most informed ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

Investment managers can now access SFDR, carbon footprint, and Bloomberg financial materiality scores when assessing and reporting on portfolio characteristics Bloomberg today announced the release of ...

StockwareLite is a free stock analysis software for Windows 11/10. This software is used for technical analysis of the stock market as well as for portfolio management. For performing the stock market ...

Software AG last week announced AI-powered capabilities designed to broaden access to its ARIS process intelligence and Alfabet IT asset management products. Attendees at the company's annual ...

Cadence Design Systems, Inc. CDNS has signed a definitive agreement to acquire the Design & Engineering (D&E) division of Hexagon AB, including its renowned MSC Software business, an industry pioneer ...