Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

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 ...

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 ...

Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor ...

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PricewaterhouseCoopers has acquired the assets of portfolio optimization software provider Folio Technologies, effectively acquiring the company. Financial terms of the deal were not disclosed. PwC ...

Kepa Software is pleased to introduce APO, a new, fully flexible and configurable decision- science framework that implements a capital governance standard ...

NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC (SIMON), today announced an integration into its proprietary portfolio allocation tool, SIMON Spectrum, of a powerful optimization engine built by Rowboat ...