An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

For an industry that’s been focused for more than a decade on creating set-it-and-forget-it solutions for apathetic 401(k) investors, the idea of offering an asset as volatile and complicated as ...

Managing a global trademark portfolio can be a daunting task, even for an experienced trademark practitioner. There is a long list of disparate challenges that extend beyond gaining and maintaining a ...

When it comes to competitive market environments, owning multiple brands and maintaining financial responisbility with regard to IP rights, it is vital that rights holders have a real-time ...

A tricky balance must be struck when managing international trade mark portfolios. Keith Medansky, partner at DLA Piper, says: “You have to be very careful to make sure you have a description that ...

Venture capital funds and investors often sit on the board of directors of their portfolio companies, providing opportunities to engage actively with the portfolio company management and helping the ...

Now that Apple’s effective sunsetting of IDFA has flipped the script on traditional UA, portfolio-driven growth strategies have become the new gold standard for mobile game publishers. In a mobile ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...