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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

Gain a deep understanding of the investment management industry and the risk and returns of various asset classes, such as stocks, bonds, mutual funds, and ETFs. Learn how to combine different assets ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

As IT managers struggle to do more with less, the notion of managing an organization’s IT assets like a financial portfolio — using a Buy, Hold and Sell approach — has caught fire over the past 18 ...

The Strategic Portfolio Management Office is responsible for helping to ensure that UB’s finite Information Technology resources are optimally focused on meeting the strategic goals of the University ...

Not all product development ideas are created equal. Some require little financial investment; others require a lot. Some have a short-term payback horizon; the horizon for others is many years away.