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 ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

To make the best investment decisions, you need to understand your portfolio clearly. To aid in this task, you might consider using portfolio analysis tools. These valuable investment tracking, ...

Friedberg is a former investment portfolio manager, university finance instructor and author of three books including "Personal Finance; An Encyclopedia of Modern Money Management." Her work has been ...

This article is a survey article of interest to Dividend Growth Investors That asks the question what do you use to track your dividend growht portofolios performance and progress in meeting your ...

Mike Zatz, 19-year veteran of EPA’s Portfolio Manager program, joined Measurabl this month to help it bring a Portfolio Manager-like platform to building operators in other countries.