9 articles tagged with "Portfolio Management"
Practical guidance, strategies, and best practices for financial advisors.
Compare the best wealth management software for RIAs in 2026. See how Orion, Black Diamond, Tamarac, Addepar, and Investipal differ on proposals, IPS, onboarding, billing, and portfolio workflows.
Most retirement income planning software stops at the plan. Investipal connects a client's year-by-year cash flow needs to the portfolio you actually implement, so liquidity, allocation, and the proposal line up.
Wealth Professional recognized Investipal among 2026 5-Star Wealth Tech Providers in its report on top portfolio management software and fintech for wealth managers.
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Morningstar has announced that it will retire Morningstar Office by early 2026. For many RIAs and independent advisors, this news is significant because Office has been a cornerstone for portfolio management ,.
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Held-away assets are client investments held outside your advisory relationship—401(k)s, HSAs, old brokerage accounts. Learn how to aggregate and monitor them for complete portfolio visibility.
See AI portfolio management in action. Automated analysis, rebalancing, and risk monitoring used by 500+ financial advisors. Learn how transparent, explainable AI is transforming portfolio construction and management.
Compare the top wealth management software platforms for 2025. Get pricing, features, user reviews, and expert insights. Used by 500+ advisory firms. Updated November 2025.
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Market volatility can be unsettling for both clients and advisors. When prices swing, clients naturally want reassurance and clarity.
Learn how Explainable AI (XAI) transforms portfolio management by providing transparent, understandable investment recommendations that build client trust and meet compliance requirements.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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