On January 28, 2021 the Journal of the Academy of Marketing Science published an article about a new approach that could replace the old CRM models. The new Customer Portfolio Management (CPM) model ...

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 portfolios today and into the future requires a different approach if firms want to be more productive, manage risk more effectively and capitalize on emerging technologies. In a webinar ...

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 ...