Software Money Managers Investing

Portfolio Management software is used by both professional and individual investors to better understand, track, construct and communicate the dynamics and performance of a financial portfolio.

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• Portfolio Investment Records - Investment records keeping program for DOS.
  
• Efficient Solutions Inc. - Portfolio optimization software for investment professionals and sophisticated personal investors.
  
• Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners.
  
• Captool Investment Software - Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
  
• Cainsoft, Inc. - Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
  
• Beiley Software Fund Manager - Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
  
• StatementOne.com - Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
  
• PortfolioScience - Provides portfolio risk analysis for individual investors.
  
• EM Applications - EM Applications provides an advanced factor model and tools for portfolio risk management.
  
• eWebPortfolio - Fully functional portfolio management and accounting system that runs on the Web.
  
• Amateur Invest - A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
  
• Computerized Portfolio Management System - Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
  
• Gravity Investments - Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocat
  
• TradeLog - Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
  
• Stock Analyzer - Stock Analyzer software is an investment record keeping system with performance measurement.
  
• Techfi - Portfolio 2000 - A complete portfolio management system for investment professionals with performance measurement and reporting.
  
• Advanced Portfolio Technologies - APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, curr
  
• Portfolio MCS - Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
  
• Traders Edge - Canadian Investment Software. This program manages stock market investment.
  
• Cornerstone Revolutions, Inc. - Offers a suite of software products and services developed for independent investment professionals. Based in Portland, Oregon.
  
• Integrated Decision Systems - The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
  
• PMSA Inc. - Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
  
• Primafin Software AG - Portfolio management software and consulting.
  
• FinLab SA - Provides global fund data management system and hedge fund software.
  
• My Savings Bonds - Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
  
• Incom - Incom provides wealth management software and systems for personal and business investors.
  
• SunGard Online Investment Systems - Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
  
• Bytelogics Inc - New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
  
• ESQuotes - Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
  
• Compuware, India - A package for portfolios management and accounting.
  
• Custom Design Software - Real estate property analysis software for real estate investors.
  
• Profitspi - Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
  
• TradePerformance - Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
  
• Investor Coach - Offer online portfolio management tool for stock investment.
  
• DRIP Wizard - Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
  
• Ravenfields Software Inc. - Back office system solutions provider for Fund Companies.
  
• Asset Allocation Analyst - The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
  
• InvestorDynamo - Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
  
• Portfolio Selection Systems - Portfolio theory, and optimization software.
  
• Quotes Station - Adware stock quotes and portfolio manager software.
  
• DynaPorte - Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
  
• NorthStar Wealth Management Software - NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
  
• Equitrend - Offers money management system with daily updates and monthly newsletter.
  
• Stock Manager - Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
  
• Electric Scorecard II - Accounting software to track commodity trades.
  
• Advisors Assistant - Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
  
• Alternative Software Development - Provides software for Hedge Fund portfolio creation through downside risk management.
  
• Croesus Portfolio Management System - An advanced portfolio management software solution for the securities industry.
  
• Milvus Software Limited - Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
  
• Excelquant - Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
  
• Fund Manager - Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ.
  
• AnalytX, Inc. - Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
  
• Investors Source - Financial planning and portfolio management, web calculators and contact management.
  
• FinancialCad - Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
  
• Advisor Software Inc. - ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments.
  
• DTLink Software - Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
  
• RiskData Portfolio Solutions - Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
  
• Zunna, Inc. - Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
  
• QUANTIX Software Inc - Investment portfolio software for tracking of stocks, bonds, funds.
  
• Leading Market Technologies - Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
  
• PSplus Portfolio Software and Consulting - Developers of professional portfolio management software.
  
  

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