Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on ...

An investing app for portfolio management–often called an investment portfolio management app–can make that job a lot easier. Countless options are available, from simple free apps to ...

As family offices continue to evolve in a rapidly changing world, their reliance on technology is becoming more pronounced. Here's the latest shifts and providers.

InvestmentNews' inaugural report showcases some of the best providers of new portfolio management systems, retirement income ...

This simple and easy-to-use platform offers a low investment minimum, portfolio diversification, and beginner-friendly charting tools. Acorns is more expensive than other zero-fee apps out there ...

SoFi builds a personalized investment portfolio based on your risk tolerance ... recommendations with smart financial planning software. Ellevest offers individual taxable brokerage, traditional ...