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 ...

Altruist, which launched its self-clearing platform earlier this year, announced new integrations with Orion’s portfolio accounting software, Orion’s Redtail CRM, Kwanti’s portfolio analytics and ...

Top 100 Firm Dean Dorton has acquired DeRosa Mangold Consulting, a SaaS solutions provider based in Waco, Texas, to expand its portfolio of specialized accounting software and ERP solutions. The ...

Custodian Altruist has dropped its portfolio accounting software (PAS) fees for all its brokerage accounts.. The company, which is a newcomer to the custodian marketplace, says it made the move to ...

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 ...

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 ...

Omaha-based portfolio accounting software provider Orion Advisor Services announced Thursday that it has acquired New York-based financial planning software company Advizr. “Bringing Advizr’s ...

Cloud accounting software provides modern automation options and lets you access your business’s finances from anywhere, including your couch. NerdWallet's content is fact-checked for accuracy, ...

Be careful choosing, as being frugal particularly on compliance software can be a mistake if that function isn't being outsourced. "Unfortunately, 'newbies' tend to chintz out on some of the ...

NerdWallet compared more than a dozen accounting software products. Aplos is our top choice for most nonprofits because it’s built with their needs in mind, letting you avoid potentially costly ...