Portfolio management tools have become essential for investors seeking to maximize their returns. With the advent of sophisticated technology, managing investments is no longer limited to spreadsheets ...

Combine the Morningstar insights that clients trust with the tools to grow your practice. In one convenient platform, you can focus on what matters most—meaningful conversations with clients and ...

Fund Manager’s Personal version includes extensive portfolio management features for most individual investors. The Professional version is meant for active traders and adds advanced features ...

Credit: Ink Drop/Shutterstock. Trading app Robinhood Markets has reached a cash-stock deal worth around $300m to acquire TradePMR, a custodial and portfolio management platform for registered ...

and how it should factor into your portfolio management. Modern portfolio theory (MPT) argues that it's possible to design an ideal portfolio that will provide the investor maximum returns by ...

“I graduated from the BSc Environmental Management with Professional Studies at Queens in 2011, and found myself in a role in the Northern Ireland Civil Service with the then Department of Agriculture ...

Want to jump straight to the answer? The best crypto portfolio tracker apps are CoinStats and Blockpit. A crypto portfolio tracker is a powerful tool that allows users to monitor the performance ...

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...

"The needs of our clients inform everything we do. We are committed to delivering exceptional service and superior investment results." The Portfolio Solutions Group is a comprehensive multi-asset ...