Here's why modern lease management is essential for financial planning, cross-departmental collaboration and compliance.

Two of wealth management technology giant Envestnet’s platforms experienced operational issues significant enough to prompt advisors to speak out over the last two weeks. First, the RIA portfolio ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...