Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

If you need software for sustainability data management and reporting, consider launching a request for proposal (RFP). This can help you find the right software to measure, manage, and share your ...

Toronto, ON, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Onyen Corporation, a compliance, risk, and sustainability management reporting software-as-a-service (EMSaaS) provider, has released new multi-industry ...

To help our customers simplify their ESG data management & reporting, Notified has expanded our strategic partnership with Nasdaq to offer Nasdaq OneReport, a web-based ESG software that helps ...

Please check your inbox to view the guide. As ESG becomes more important to investors, employees, and consumers, companies who report and disclose ESG data have an opportunity to amplify value ...

NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that it has been recognized by Gartner® in the 2025 Market ...

As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that ...

Property operations have become harder to manage quietly in the background. Costs are tracked more closely. Investors expect ...

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 ...