Discover the best portfolio management software to streamline investing in 2025. Compare tools for tracking, analytics, automation and performance across accounts.

With investments, Personal Capital will evaluate your portfolio and, much like Future Advisor, make recommendations. With the click of a button, they offer an Investment Checkup. Screenshot of ...

What if your investment portfolio could be strategically restructured to serve as a wealth preservation vehicle and a sophisticated long-term care funding mechanism?

Investment Tools: Calculators Investment Calculator. This investing calculator is free to use and gives you powerful results. As you enter the variables, the calculator automatically updates. It shows ...

Fintech platform iCapital has announced that it will be launching Architect, a tool designed to make it easier for financial advisors to create the ideal portfolio for their clients using ...

Thanks to AI, investing decisions that once took months are unfolding in days. Inside the transformation at JPMorgan, ...

A month after launching a new digital marketplace for alternative investments, iCapital is rolling out a new tool to help advisors incorporate alts and structured products into client portfolios ...

Investing your money is one of the most complex things you can do with it. It's a lot easier if you have tools that can show the right perspective. Here are the best ways to manage your finances ...

Managed Investment Portfolios make one-on-one professional portfolio management accessible to investors with an investment of $25,000 or more. “Leveraging the asset allocation expertise of industry ...

Home; Kiplinger Advisor Collective; Structured Notes: The Multi-Tool For Your Investment Portfolio. By incorporating structured notes in a portfolio, advisers can better help clients stick to ...

In the vast, complex world of investment, bonds often get sidelined. Yet, they are one of the most critical tools for any investor. Unlike cash, money markets, and certificates of deposit (CDs ...

We believe ETFs' superior cost, transparency, and tax management make them the ideal investment tools for the modern world. When John Bogle, Vanguard's founder, pens an op-ed calling ETFs "the ...