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2. Confluence (company) - Wikipedia

   en.wikipedia.org/wiki/Confluence_(company)

   Confluence (Confluence Technologies) is a software firm that provides back-office automation systems to the investment management industry. [1] The company was founded in 1991, and aims to lead the "DataTech evolution" with "a vision ... [of] instantaneously transforming data into knowledge and delivering it to the world."

3. 7 best investing platforms for 2025: Low-cost options to put ...

   www.aol.com/finance/best-investment-platforms...

   SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.

4. MRI Software - Wikipedia

   en.wikipedia.org/wiki/MRI_Software

   MRI Software, LLC is a provider of real estate and investment management software to real estate owners, investors, and operators.The company was founded in 1971 under the name Management Reports Incorporated and was later known as Management Reports International and, once acquired by Intuit in 2002, Intuit Real Estate Solutions (IRES).

5. Addepar - Wikipedia

   en.wikipedia.org/wiki/Addepar

   Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies. [4]

6. Warren Buffett’s advice for those who want to get rich by ...

   www.aol.com/finance/warren-buffett-advice-those...

   Vanguard offers a hybrid advisory service that combines professional advice and automated portfolio management to ensure your investments are working toward your long-term objectives.

7. Inhabit, a Goldman-backed proptech company, is seeking a ...

   www.aol.com/finance/inhabit-goldman-backed...

   Inhabit, the property management software company backed by Goldman Sachs, is going up for sale early next year, according to five private equity and banking executives. Jefferies is advising on ...

8. Aladdin (BlackRock) - Wikipedia

   en.wikipedia.org/wiki/Aladdin_(BlackRock)

   The financial crisis and Aladdin played a significant role in BlackRock's dominant market position today. The US government also placed its trust in Aladdin's risk management during the financial crisis [13] and handed over "toxic assets" worth US$ 130 billion to the financial services provider for management. [14]

9. A beginner’s guide to investment styles and which one works ...

   www.aol.com/finance/beginner-guide-investment...

   Risk-based investment styles Conservative. A conservative investment style will tend to hold fixed-income investments and may include money-market funds, certificates of deposit, Treasury bonds or ...