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Techfi - Portfolio 2000 - http://www.techfi.com
A complete portfolio management system for investment professionals with performance measurement and reporting. |
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Leading Market Technologies - http://www.lmt-expo.com
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system. |
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Advanced Portfolio Technologies - http://www.apt.com/
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, currencies, funds, futures, and options. |
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Advanced Information Management - http://www.aim-sw.net/
Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars. |
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FinancialCad - http://www.fincad.com
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with. |
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QUANTIX Software Inc - http://www.quantixsoftware.com
Investment portfolio software for tracking of stocks, bonds, funds. |
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AnalytX, Inc. - http://www.analytx.com
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools. |
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Stock Manager - http://tinystocks.com
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync. |
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PortfolioScience - http://www.portfolioscience.com/
Provides portfolio risk analysis for individual investors. |
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SunGard Online Investment Systems - http://www.online.sungard.com
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. |
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Alternative Software Development - http://www.alternativesoft.com/
Provides software for Hedge Fund portfolio creation through downside risk management. |
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Efficient Solutions Inc. - http://www.effisols.com
Portfolio optimization software for investment professionals and sophisticated personal investors. |
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StatementOne.com - http://www.statementone.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients. |
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TradeLog - http://www.armencomp.com/tradelog
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales. |
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DTLink Software - http://www.dtlink.com/
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. |
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RiskData Portfolio Solutions - http://www.riskdata.com
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. |
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NorthStar Wealth Management Software - http://www.northstar.com
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review. |
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Beiley Software Fund Manager - http://www.beiley.com/
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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Advisors Assistant - http://www.climark.com
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. |
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Captool Investment Software - http://www.captools.com/
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets. |
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Profitspi - http://www.profitspi.com/
Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month. |
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Primafin Software AG - http://www.primafin.com/
Portfolio management software and consulting. |
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Portfolio Selection Systems - http://www.portfolionetworks.com/
Portfolio theory, and optimization software. |
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Advisor Software Inc. - http://www.advisorsoftware.com
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. |
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Integrated Decision Systems - http://www.idsnet.com
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. |
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Real Decisions - http://www.realdecisions.co.uk
Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures. |
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Zunna, Inc. - http://www.zunna.com/
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies. |
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Gravity Investments - http://www.gravityinvestments.com/
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 allocation and risk management. |
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Amateur Invest - http://www.amateur-invest.com
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. |
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Portfolio MCS - http://www.portfolioriskanalysis.com
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return. |
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My Savings Bonds - http://www.mysavingsbonds.com
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. |
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Cainsoft, Inc. - http://www.cainsoft.com
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions. |
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Cornerstone Revolutions, Inc. - http://www.poweradvisortools.com/
Portland, Oregon-based software development firm specializing in applications for financial professionals. Includes products, downloads, and services provided. |
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ESQuotes - http://www.esquotes.com
Excel workbook for stocks and mutual funds. Download quotes directly from Internet. |
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Electric Scorecard II - http://www.orbitsoft.com
Accounting software to track commodity trades. |
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TradePerformance - http://www.tradeperformance.com/
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting. |
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Investors Source - http://www.investorssource.com/
Financial planning and portfolio management, web calculators and contact management. |
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Advisormart.com - http://www.advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners. |
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Portfolio Investment Records - http://home.att.net/~imaginaryco/PortFolio.html
Investment records keeping program for DOS. |
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eWebPortfolio - http://www.ewebportfolio.com/
Fully functional portfolio management and accounting system that runs on the Web. |
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PMSA Inc. - http://www.pmsa-inc.com
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations. |
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Investor Coach - http://www.investcoach.com/
Offer online portfolio management tool for stock investment. |
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DRIP Wizard - http://www.dripwizard.com
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others. |
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EM Applications - http://www.emapplications.com
EM Applications provides an advanced factor model and tools for portfolio risk management. |
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DynaPorte - http://www.dynaporte.com
Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly. |
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Stock Analyzer - http://www.stock-analyzer.com
Stock Analyzer software is an investment record keeping system with performance measurement. |
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Milvus Software Limited - http://www.milvussoftware.com/
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. |
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Investment Spy - http://www.investmentspy.com/
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. |
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ProSight - http://www.prosight.com/
Offers portfolio management software, including company information, press, support, partners and forum. |