Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

A GAO report found that DHS could improve its acquisition program portfolio management by leveraging results from previous programs and more fully documenting breaches in performance goals, time or ...

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 ...

Tools like Jira and Azure DevOps serve only part of the agile team’s job functions. Here are the agile tools that will take you to the next level When you ask product owners if agile tools work well ...

Dynasty Financial Partners, an RIA services provider, has formally launched a model portfolio program for its network of independent advisors. Called Model Select, the program offers top-down ...

This year marks the fourth anniversary of the American Chemical Society’s Society Program Portfolio Management (SPPM) process, which ensures that the society’s established programs and newly launched ...