Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...
The Treynor ratio is a tool in portfolio analysis that helps investors assess how well a portfolio compensates them for taking on market risk, also known as systematic risk. This portfolio ratio shows ...
On March 19, the SEC released updated guidance for compliance with Rule 206(4)-1 under the Investment Advisers Act of 1940, with two major revisions: (i) an update to prior guidance regarding the use ...
Portfolio reporting is an essential part of an RIA’s operations. When done correctly, it provides you with a solid framework for developing actionable investment strategies. Giving your client ...
If you’d rather take control of the data points and filters shown on your portfolio's Holdings tab, you may prefer to create your own custom view. To do so, select the View drop-down menu, then select ...
Quick: What’s the most basic purpose of advertising? Is it to generate specific outcomes? Or is it to create the awareness and affinity that lead to lifetime value and loyalty? The answer is “all of ...
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