Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

For twenty-five years, the Kenneth Woods Portfolio Management Program (KWPMP) at the John Molson School of Business has given select undergraduate students the opportunity to invest a real-life ...

For twenty-five years, the Kenneth Woods Portfolio Management Program (KWPMP) at the John Molson School of Business has given select undergraduate students the opportunity to invest a real-life ...