Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]