Profile Software

Asset and wealth management

Portfolio Management Platforms, 2021: Market and Vendor Landscape

This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.

30 Jul 2021

Asset and wealth management

Wealth Portfolio Management Suites: Advisor Desktop, 2021; Market and Vendor Landscape

05 May 2021

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