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 ...
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. The transition from traditional project portfolio management ...
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