Displaying items by tag: tech stack

Wednesday, 03 November 2021 19:51

Moody’s Takes PM Software to the Next Level

Moody’s Analytics launched a new platform called PortfolioStudio which is a cloud-based portfolio management tool with risk analysis built in. Moody’s staff say the tool will improve efficiently and allow managers to assess risks in their investments. PortfolioStudio will be a part of the Moody’s ‘ecosystem’ meaning it will share data, models, and assumptions across their applications, and will provide insights to their clients. They view their risk expertise as a natural fit for portfolio management and that the technology will benefit their clients.


FINSUM: Integrating credit and ratings features is a boost that Moody’s can add for their clients and gives them an edge over similar portfolio management platforms.

Published in Wealth Management

(New York)

Going independent is a huge choice. Not only do you have client risk, income risk etc, but one of the big underappreciated challenges is simply getting paid. Once you are truly running your own business, cash flow on a consistent basis is absolutely critical, which is why you need to have flexible and reliable billing software which can help you collect fees in a compliant way.


FINSUM: You need to have your tech stack solid as rock when going independent and collecting payment in a compliant way is beyond critical. Make sure to investigate the options!

Published in Wealth Management

Contact Us

Newsletter

Subscribe

Subscribe to our daily newsletter

Top
We use cookies to improve our website. By continuing to use this website, you are giving consent to cookies being used. More details…