Software Money Managers Investing

Software Money Managers Investing

Software

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.

Top: Business: Investing: Money Managers: Software

See Also:

- Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
- Develops risk management software products including country specific multi-factor equity risk model for India.
- Offers automated online trading tools.
- Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
- Incom provides wealth management software and systems for personal and business investors.
- Real estate property analysis software for real estate investors.
- Personal and enterprise level portfolio and fund management systems.
- Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
- PackHedge is a global fund data-management system for fund research & analysis.
- Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
- Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
- PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
- An advanced portfolio management software solution for the securities industry.
- Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
- EM Applications provides an advanced factor model and tools for portfolio risk management.
- Canadian Investment Software. This program manages stock market investment.
- Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
- Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
- Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
- Investment records keeping program for DOS.
- Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
- Offers decision-making support software designed for portfolio management.
- Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
- Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- Fully functional portfolio management and accounting system that runs on the Web.
- 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.
- PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
- Rules-based portfolio trading algorithms and consulting for financial institutions.
- Software to track and manage investment online. Build your own personal multi screen browser.
- Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
- Offers portfolio management software, including company information, press, support, partners and forum.
- Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
- Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
- A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of th
- Mutual and stock portfolio management services. Product and services information provided.
- Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
- NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
- Software for financial professionals, cpa's and attorneys. Components include performance measurement, reporting with graphical enhancements, compliance reporting and tools for quick entry of historical performance information.
- Portfolio management software and consulting.
- 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
- Provides software for Hedge Fund portfolio creation through downside risk management.
- Stock Analyzer software is an investment record keeping system with performance measurement.
- Portfolio style analysis, asset allocation, risk management software and consulting services.
- 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
- Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
- 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.
- Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
- 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.
- 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.
- Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
- 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.
- Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
- Back office system solutions provider for Fund Companies.
- Offers money management system with daily updates and monthly newsletter.
- Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
- Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
- Financial planning and portfolio management, web calculators and contact management.
- Pertrac is a powerful suite of investment tools for financial professionals.
- Tracks your futures trades. Free demo requires Excel.
- Accounting software to track commodity trades.
- 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.
- Wealth management software for IFAs and other finance professionals.
- Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
- The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
- Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
- Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
- Provides portfolio risk analysis for individual investors.
- Consulting and development company servicing the financial services industry.
- Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
- Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
- Portfolio theory, and optimization software.
- 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.
- 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.
- A comprehensive package for portfolios management and accounting.
- Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
- Investment portfolio software for tracking of stocks, bonds, funds.
- Online portfolio management for investment advisors, brokers, and financial planners.
- 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.
- A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
- Developers of professional portfolio management software.
- Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
- Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
- Portfolio optimization software for investment professionals and sophisticated personal investors.
- Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
- Adware stock quotes and portfolio manager software.
- Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
- Offer online portfolio management tool for stock investment.
- Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
- New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
- Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.

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