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 ...

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.

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 ...

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 ...

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 ...