Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...

J. William Carpenter is an economist who writes financial topics. He is an author of published works for higher education and business clients. Suzanne is a content marketer, writer, and fact-checker.

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 ...

Managing a portfolio of products is more than managing the sum of its parts. For most of us as product managers, as we gain experience and responsibility, we do start owning a portfolio of products.

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Thomas J Catalano is a CFP and Registered Investment Adviser ...

Project portfolio management (PPM) assists managers in determining which projects are meeting objectives throughout an organization. This information allows them to make data-backed judgments about ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

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 ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...