Do you really need integrated investment management software?
Whether your business has just made its first foray into the investment sphere or investing is its sole purpose, it's important to manage those assets in the most effective way possible.
If your company's sole mission is to manage portfolios for clients, as in the case of registered investment advisors (RIAs), it's likely you'll need to connect to one or more brokerage accounts. In this instance, a dedicated investment management software is probably the best fit.