Profile Software

• Wealth Management

Portfolio Management Platforms, 2021: Market and Vendor Landscape

This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.

• 30 Jul 2021

• Wealth Management

Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape

In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.

• 05 May 2021