Investment Portfolio Management Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Investment Portfolio Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Investment Portfolio Management Software Articles
Venture Capital: What It Is, How It Works, and Types
The startup trend is showing no signs of slowing down.
by Mary Clare Novak
What Are Asset Classes? Types, Trends, and Importance
To trade or not to trade? It’s not even a question.
by Washija Kazim
What Is Risk Tolerance? Pave Your Way to Financial Growth
Avoiding risk could be your biggest risk yet.
by Washija Kazim
Shareholders Equity: How To Find It From Assets and Liabilities
Every investor likes a big payout from smart equity investments.
by Michael Gigante
Artificial Intelligence in Financial Research
Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception.
AI for financial research 
Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments. 
by Patrick Szakiel
Voice Assistants in Financial Services
The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done.
by Patrick Szakiel
30+ Intriguing Investment Statistics for 2019
Investing is a game of risk, and in 2019 there are new ways to play.
by Maddie Rehayem
What Are Dividends? (+ How to Select Stocks That Make Money)
There’s no such thing as free lunch, but there is such a thing as free money. Well, kind of.
by Maddie Rehayem
Investment Portfolio Management Software Glossary Terms
Investment Portfolio Management Software Discussions
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Question on: eMoney
How does eMoney differ from other wealth management platforms?Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to build financial plans that help clients achieve their goals and peace of mind. Many other financial technology products focus on one aspect of your business and ignore the rest.
eMoney provides comprehensive financial planning that addresses the varied needs of a wide range of clients, from those accumulating wealth to those planning their estates. You deserve a technology platform that supports your service at every stage of the advisor-client lifecycle. This is the philosophy that differentiates us from other wealth management companies.
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Question on: eMoney
How does eMoney keep its data secure?Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort and part of our culture. Our hosting infrastructure includes high-level security protocols to protect sensitive online data. All advisor and client information is encrypted and stored in geographically dispersed and secure databases.
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Question on: eMoney
Does eMoney offer data entry services?The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and setting up client homepages. 
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Investment Portfolio Management Software Reports
Grid® Report for Investment Portfolio Management
Fall 2025
G2 Report: Grid® Report
Momentum Grid® Report for Investment Portfolio Management
Fall 2025
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Investment Portfolio Management
Fall 2025
G2 Report: Grid® Report
Momentum Grid® Report for Investment Portfolio Management
Summer 2025
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Investment Portfolio Management
Summer 2025
G2 Report: Grid® Report
Grid® Report for Investment Portfolio Management
Summer 2025
G2 Report: Grid® Report
Momentum Grid® Report for Investment Portfolio Management
Spring 2025
G2 Report: Momentum Grid® Report
Grid® Report for Investment Portfolio Management
Spring 2025
G2 Report: Grid® Report
Small-Business Grid® Report for Investment Portfolio Management
Spring 2025
G2 Report: Grid® Report