Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC (SIMON), today announced an integration into its proprietary portfolio allocation tool, SIMON Spectrum, of a powerful optimization engine built by Rowboat ...

Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor ...

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 ...

Geoff Considine has recently been analyzing various income portfolios using his company's portfolio optimization software. Geoff's software gives ordinary folks the ability to compose mean-variance ...

Betterment, which claims to be the largest independent digital investment advisor in the U.S., announced the acquisition of Rowboat Advisors, a provider of portfolio management software with advanced ...

Codefarm Software Limited has integrated Reoch Credit's CDO pricing model into its Galapagos software platform giving clients the option of using a market-leading pricing model with new generation ...

A new generation of portfolio optimization software is now being made available on licence to the wider investment community following its exceptional performance with a select group of global ...

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC ...