Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Coremont, a leading provider of real-time, multi-asset class portfolio management software and analytics, today announced a $40 million strategic growth investment from funds managed by Blue Owl ...

LONDON--(BUSINESS WIRE)--Moody’s Analytics is pleased to announce the launch of RiskIntegrity™ Investment Insight, an asset-liability management (ALM) solution for insurance companies. The new tool ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

The investment and accounting software firm Clearwater Analytics Holdings Inc. said today it will be taken private by the private equity firms Permira Holdings Ltd. and Warburg Pincus LLC in a deal ...

BOISE, Idaho& NEW YORK---- Clearwater Analytics today announced two strategic acquisitions, marking a major step toward transforming investment management technology. With institutional investors now ...

At quarter end, the shares were valued at $5.7 million. The holding represented 1.6% of the fund's AUM. Clearwater Analytics delivers scalable SaaS solutions that streamline investment data management ...