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 ...

National Monitoring Center, a leading provider of third-party and proactive monitoring services, today introduced Nexus, a powerful new business intelligence, and account management web application ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

Task management software is a necessity in almost any business that requires project completion on time. It can also help with mapping out the scope of a project. There are many apps out there, so ...

Nexus World Services announces the rollout of its sales account management software, Nexus Sales Account Management. Designed for hotel companies, this technology provides numerous data collection and ...

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 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 ...