Orion Advisor Solutions gave Future Proof 2023 attendees a sneak peak at an upcoming portfolio comparison tool that is powered by a combination of artificial intelligence and behavioral finance.

A month after launching a new digital marketplace for alternative investments, iCapital is rolling out a new tool to help advisors incorporate alts and structured products into client portfolios. On ...

Fintech platform iCapital has announced that it will be launching Architect, a tool designed to make it easier for financial advisors to create the ideal portfolio for their clients using alternative ...

CHICAGO--(BUSINESS WIRE)--YCharts, a cloud-based investment research platform empowering wealth management professionals to make smarter investment decisions and enhance their client communication, ...

iCapital, headquartered in New York and a sizable user base of over 100,000 financial advisors and 560 asset managers, has rolled out its latest offering, the portfolio construction tool, on the ...

DALLAS, Jan. 29, 2026 /PRNewswire/ -- Real Property Management, a Neighborly ® company, the nation's leading full-service property management franchise brand, has launched a powerful new technology ...

PinkLion has launched a free Tool Hub featuring ETF comparison, Monte Carlo retirement simulations, correlation analysis, fund analysis, and portfolio backtesting tools, expanding access to research ...

iCapital, a New York–based alternative investments platform used by more than 100,000 financial advisors and more than 560 asset managers, has officially launched its portfolio construction tool on ...