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 ...

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 ...

A differentiating attribute of software companies is the way they integrate customer feedback into product development. Software is designed and built so that its use creates actionable data, which is ...

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 ...