enow.com Web Search

Search results

1. Results from the WOW.Com Content Network

2. Robo-advisors: How these intelligent platforms manage your ...

   www.aol.com/finance/automate-investing-robo...

   As the market moves, your portfolio may shift from its original asset allocation over time. Most robo-advisors periodically buy or sell assets to rebalance your portfolio back to its optimal ...

3. Robo-advisor - Wikipedia

   en.wikipedia.org/wiki/Robo-advisor

   While robo-advisors have the capability of allocating client assets in many investment products such as stocks, bonds, futures, commodities, and real estate, the advice is often directed towards exchange-traded funds. [4] Clients can choose between offerings with passive asset allocation techniques or active asset management styles. [4]

4. Wilshire Associates - Wikipedia

   en.wikipedia.org/wiki/Wilshire_Associates

   Wilshire's Analytics Division provides the firm's investment technology products including desktop applications for investment managers. The Wilshire Quantum Series is Wilshire Analytics' family of software for investment accounting, performance measurement, performance attribution, risk management, portfolio optimization, trade order management, and other marketing and client servicing ...

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 and ultra high-net-worth companies and individuals.

6. Asset Allocation by Age: How Does It Affect Retirement? - AOL

   www.aol.com/asset-allocation-age-does-affect...

   Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.

7. Envestnet - Wikipedia

   en.wikipedia.org/wiki/Envestnet

   [2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [ 4 ] Envestnet has more than $6.5 trillion in platform assets and counts more than 111,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than ...