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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.
The Weekly Asset Allocation Report offers five tactical asset allocation portfolios with varying levels of risk, from conservative to aggressive. The portfolios apply TrimTabs’ proprietary research on mutual funds and ETFs. This report is most appropriate for financial advisors, retail brokers, and individual investors.
These reports can be accessed from a number of sources, and brokerages will often offer the reports free to their customers. [1] Research can be categorized by the security type, as well as by whether it is buy-side research or sell-side research; analysts further focus on particular industries.
Financial software or financial system software is special application software that records all the financial activity within a business organization. Basic features of this system not only includes all the download of accounting software like accounts payable, accounts receivable, ledger, reporting modules and payroll but also to explore alternative investment choices and calculate ...
Get breaking Business News and the latest corporate happenings from AOL. From analysts' forecasts to crude oil updates to everything impacting the stock market, it can all be found here.
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. [2] For fiscal year 2023, FactSet's total ASV and professional services revenues were $2.09 billion. [1]
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