At the end of the day, a portfolio is only as good as its performance. And the need for a good portfolio accounting platform that can accurately calculate, track and attribute performance, and provide ...

In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...

Dimension, SimCorp’s flagship offering, embodies the firm’s acclaimed portfolio accounting solution, which provides users with access to a number of critical features. For example, the core design ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Acadian is a Boston-based investment management firm that specializes in ...

Fiserv (FISV) has made an accounting application available in its online risk-management portal. The Prologue Investment Portfolio Accounting application can now be accessed as a hosted application ...

In a bid to expand its marketshare beyond the more than 500 RIA firms currently using it, Altruist is launching a portfolio marketplace, featuring its own investment models, alongside those of ...

ARLINGTON, Va., Sept. 20, 2021 /PRNewswire/ -- Bloomberg Tax & Accounting today announced significant enhancements to Accounting and Disclosure for Derivatives and Hedging Instruments, an updated ...

ARLINGTON, Va., May 13, 2021 /PRNewswire/ -- Bloomberg Tax & Accounting today announced significant additions to Transfer Pricing: OECD Transfer Pricing Guidelines, an updated Tax Management Portfolio ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...