Zoho has launched Zoho Projects Plus, enabling organisations to better manage project teams and their work. Zoho has bundled four solutions into a single ...
Clearwater Analytics ( NYSE: CWAN) has announced acquisitions of Beacon and Blackstone’s ( BX) Bistro to deliver investment intelligence across private markets. Tariffs are triggering volatility.
Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for ...
Clearwater Analytics has agreed to buy Beacon Platform, a provider of cross-asset class modeling and risk analytics, and Bistro, Blackstone's proprietary portfolio visualization software platform ...
I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...
While he doesn’t model the portfolio exactly in line with that index, he does take its composition into consideration. For instance, the portfolio often has a much higher weighting in biotech ...