Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

The purchase of Dallas-based Fischer expands Cresa's portfolio management business and access to its proprietary software.

WASHINGTON, Sept. 30, 2025 /PRNewswire/ -- Opportunity Finance Network (OFN), the nation's leading investment intermediary and network of community development financial institutions (CDFIs), launched ...

NEW YORK--(BUSINESS WIRE)--Springcoast Capital Partners, L.P., (“Springcoast” or the “Firm”), a growth equity firm focused on providing flexible capital to market leading software and ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

On Demand Capital programs are increasing in complexity! Projects often vary in size, complexity, delivery methods, and required governance and controls. It’s common to see multiple point solutions or ...

The Chaifetz School’s Applied Portfolio Management course (FIN 4630) offers upper level finance students the opportunity to directly manage nearly $2.5 million in University Endowment Funds. Students ...

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The Securities and Exchange Commission won’t regulate online services that let individuals create their own baskets of stocks, the agency said Thursday. The mutual fund industry had asked the SEC to ...