Private equity is often defined by outcomes. Returns, exits, and the ability to spot value before the rest of the market does ...
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 ...
BOSTON, April 28, 2021 /PRNewswire/ -- Cobalt Software, Inc. ("Cobalt"), a leading portfolio monitoring solutions provider for the private capital industry, today released a new version of its ...
Servicing a mortgage portfolio is a daunting challenge with hidden risks, requiring a holistic view and strong understanding of your portfolio. Portfolio Intelligence and Monitoring provides the ...
NEW YORK--(BUSINESS WIRE)--Acuity Knowledge Partners (Acuity), a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector, is proud to ...
Yewno|Edge, a front end investment research tool powered by artificial intelligence, takes millions of pieces of unstructured financial data to provide helpful summaries and valuable insights into ...
SEI is offering enhanced, online portfolio and account monitoring services for wealth managers, to help them deal with increasing regulations concerning account reviews. Account reviews are processed ...
Financial advisers who offer to provide ongoing portfolio monitoring services will be liable if the client experiences financial loss as a result of them failing to do so. Such was the warning from ...
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