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 ...

Managing portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

Amid the whirlwind of healthcare mergers and acquisitions (M&A), it’s easy to overlook the critical early analysis of combined software applications. However, this oversight risks hindering patient ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--Epicor, a global leader of industry-specific enterprise software to promote business growth, today unveiled its new Epicor Grow portfolio, an integrated set of ...

Many government contractors still rely on fragmented systems and static spreadsheets to project what’s ahead. That approach may work for tracking awarded contracts, but it fails to support confident ...

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 ...