BROOKFIELD, Wis.--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced the availability of its Prologue™ Investment ...

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 ...

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 ...

Portfolio accounting is a core function that all buy-side firms need to manage efficiently, accurately and transparently, irrespective of their size, location and investment strategies. And now that ...

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 ...

You’ve undoubtedly heard the term “rebalancing.” It has nothing to do with a highwire act although some in the financial community might say that’s exactly what it is. Rebalancing your portfolio is ...

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 ...

Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "Wealth Management Software Market Size, Share & Trends Analysis Report by Advisory Mode, Deployment, Enterprise Size, Application, End-use, Region, and ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The FMC solution was chosen after a competitive evaluation.

Discover essential steps and skills to succeed as a portfolio manager, including education, certifications, and daily ...