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 ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current marketplace is flooded with options. So how can advisors sort through the wide range of ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Model Portfolios: How Innovation Is Driving Variety Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated portfolios and new ...

"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...

Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the benefits and ...

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 ...