Your management approach is unique — your dashboards should be, too. Curate customized views and filter your universes in a flexible layout, enabling efficient multi-portfolio analysis.

Falcon, a next-gen banking technology provider announces the launch of Falcon’s Portfolio Maximiser - SurgeFX. It empowers ...

Aladdin Wealth reportedly unifies the investment management process by combining ... monitoring and personalizing customer portfolios, Danske Bank will continue to “enhance its advisory services ...

Planview continued strong momentum through 2024, marked by customer growth, product innovations and industry recognition.