InvestSimply, a Web-based portfolio management service and registered investment adviser (RIA), is expanding its marketplace for managed personal investment portfolios. InvestSimply provides access to ...

A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system. Compass Analytics said in a news release that its reporting tool that gives institutional and ...

Andina Anderson is executive managing director of Envestnet | Tamarac, a division of Envestnet, providing integrated, web-based portfolio rebalancing, performance reporting and customer relationship ...

San Francisco (Oct. 4, 2002) -- Schwab Institutional, a division of Charles Schwab & Co., Inc., will launch a new portfolio management system for its investment advisors. PortfolioCenter, a product of ...

Since my side web business has been based almost completly on word-of-mouth, I felt that there would need to be a redo. With that and some feedback I had received from a craigslist.org post I decided ...

FinFolio, a Denver-based portfolio management system provider, is looking to expand its business into larger wealth managers and has unveiled new enhancements to its back-office software that ...

Torrance, Calif. (June 20, 2003) -- For tax preparers who struggle with generating Schedule Ds for their client investors who actively trade throughout the year, CCH has developed GainsKeeper Pro.

Fitch Ratings has launched a new surveillance tool for complex fixed-income instruments that alerts investment managers to movements in their portfolios. The tool, dubbed FASTracker (Fitch Alert ...

OVERVIEW: Every FCSC 1010 student will be expected to begin the development of A web based electronic portfolio. This portfolio will be a student planning guide, a depository of student accomplishment ...