What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

FactSet provides financial data, analytics, and workflow software used by investment professionals worldwide. Because its platform is embedded in research and portfolio-management systems, the company ...

NEW YORK--(BUSINESS WIRE)--Coremont, a leading provider of real-time, multi-asset class portfolio management software and analytics, today announced a $40 million strategic growth investment from ...

Clearwater Analytics is a technology company specializing in SaaS solutions for automated investment data management. The company leverages its proprietary platform to deliver integrated accounting, ...

The investment and accounting software firm Clearwater Analytics Holdings Inc. said today it will be taken private by the private equity firms Permira Holdings Ltd. and Warburg Pincus LLC in a deal ...