Altruist, which launched its own self-clearing platform earlier this year, has eliminated the $1 per account per month portfolio accounting fee for advisors who custody with the firm. That gives the ...
Most advisory firms use three core technology platforms: portfolio accounting software to track investment portfolios, planning software to build plans and CRM software to keep track of all their ...
LOS ANGELES--(BUSINESS WIRE)--In alignment with its mission to make independent financial advice better, more affordable, and accessible to everyone, the modern custodian is zeroing out the portfolio ...
BOSTON, Jan. 9, 2018 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that Tanrich Asia-Pac Asset Management (Asia) Limited ("TAPAM" ...
Eze Software Group, a global leading provider of investment technology, has bolstered its Eze Portfolio Accounting module with a Reconciliation Summary dashboard. The tool provides an at-a-glance view ...
LOS ANGELES--(BUSINESS WIRE)--Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset ...
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