CircleBlack to Acquire AssetBook - Wealth Management
Feb 19, 2025 · CircleBlack, a portfolio management and performance reporting system, is set to acquire AssetBook, another performance reporting tech company, according to a memo obtained by …
Adding to Your Team? Consider a Performance Reporting Analyst
Jan 25, 2022 · And not only does the Performance Reporting Analyst need to keep tabs on all your existing clients, but they will also be in charge of setting up all new relationships inside the software …
Advent Acquires Rival Black Diamond in $73M Deal - Wealth …
May 13, 2011 · Wealth management software firm Advent Software announced plans Thursday to acquire rival Black Diamond Performance Reporting for $73 million—a move that will cement …
Addepar Rolls Out New Alternatives Management Features
Feb 19, 2025 · Addepar Rolls Out New Alternatives Management Features These include private fund benchmarks, various data management improvements and cash flow forecasting.
FinTech Exec Launches M&A Consulting Business - Wealth Management
Feb 7, 2025 · “Just because your performance reporting software’s being converted, doesn’t mean you can’t start working on consolidating or changing whatever you have to do with your CRM,” she said.
Independent Financial Partners Goes With Albridge for Wealth Reporting
Dec 13, 2018 · Independent Financial Partners Goes With Albridge for Wealth Reporting IFP, the super OSJ currently affiliated with LPL, continues to build out its tech stack ahead of launching its own …
Altruist Eliminates Portfolio Accounting Software Fee for Custody Clients
Sep 21, 2023 · That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.
Outstanding SA: Marti Nelson - Wealth Management
Oct 1, 2001 · Nelson picked the software package, and also built a network so the group's growing staff could access the same data. Later on, she helped Dain design its mainframe-based performance …
Altruist's $50 Million Investment Raises Eyebrows, and Questions
May 20, 2021 · Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an …
More Proof the Breakaway Trend May Not Be Overhyped
Mar 13, 2012 · They also wanted better performance reporting software and retirement planning software. Robert2