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Investments and Investing : Money Managers : Software
DRIP Wizard
- Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
Primafin Software AG
- Portfolio management software and consulting.
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.
Portfolio Selection Systems
- Portfolio theory, and optimization software.
Advisormart.com
- Online portfolio management for investment advisors, brokers, and financial planners.
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 allocation and risk management.
PMSA Inc.
- Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
Techfi - Portfolio 2000
- A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
AnalytX, Inc.
- Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
PortfolioScience
- Provides portfolio risk analysis for individual investors.
Stock Manager
- Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
DataCow Technologies
- Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
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.
PSplus Portfolio Software and Consulting
- Developers of professional portfolio management software.
Zunna, Inc.
- Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
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.
Asset Allocation Analyst
- The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
Efficient Solutions Inc.
- Portfolio optimization software for investment professionals and sophisticated personal investors.
Portfolio Investment Records
- Investment records keeping program for DOS.
ClaroLogic
- Personal and enterprise level portfolio and fund management systems.
Custom Design Software
- Real estate property analysis software for real estate investors.
Captool Investment Software
- Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
Traders Edge
- Canadian Investment Software. This program manages stock market investment.
TradePerformance
- Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
Bytelogics Inc
- New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
Efficient Portfolios
- 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 their clients' portfolios.
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.
QCharter Portfolio Charting Program
- Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
EM Applications
- EM Applications provides an advanced factor model and tools for portfolio risk management.
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.
Leading Market Technologies
- Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
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, currencies, funds, futures, and options.
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.
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.
Alternative Software Development
- Provides software for Hedge Fund portfolio creation through downside risk management.
Electric Scorecard II
- Accounting software to track commodity trades.
Real Decisions
- Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
InvestAhead
- Wealth management software for IFAs and other finance professionals.
Investor Coach
- Offer online portfolio management tool for stock investment.
StatementOne.com
- Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
Quotes Station
- Adware stock quotes and portfolio manager software.
Cainsoft, Inc.
- Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
FinancialCad
- Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
Compuware, India
- A comprehensive package for portfolios management and accounting.
ProSight
- Offers portfolio management software, including company information, press, support, partners and forum.
Croesus Portfolio Management System
- An advanced portfolio management software solution for the securities industry.
Pertrac 2000
- Pertrac is a powerful suite of investment tools for financial professionals.
FinLab SA
- Provides global fund data management system and hedge fund software.
Investment Data Technologies
- Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
InvestorDynamo
- Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
Profitspi
- Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
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.
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