Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC ...

Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor ...

NEW YORK--(BUSINESS WIRE)--SIMON Markets LLC (SIMON), today announced an integration into its proprietary portfolio allocation tool, SIMON Spectrum, of a powerful optimization engine built by Rowboat ...