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.
Related categories 6
Sites 39
Loading new listings for you to review...
- Alternative Software Development Provides software for Hedge Fund portfolio creation through downside risk management.
- eWebPortfolio Fully functional portfolio management and accounting system that runs on the Web.
- ESQuotes Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
- 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.
- Quotes Station Adware stock quotes and portfolio manager software.
- Captool Investment Software Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
- DRIP Wizard Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
- Traders Edge Canadian Investment Software. This program manages stock market investment.
- Stock Manager Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
- QUANTIX Software Inc Investment portfolio software for tracking of stocks, bonds, funds.
- Efficient Solutions Inc. Portfolio optimization software for investment professionals and sophisticated personal investors.
- Portfolio Selection Systems Portfolio theory, and optimization software.
- Croesus Portfolio Management System An advanced portfolio management software solution for the securities industry.
- Ravenfields Software Inc. Back office system solutions provider for Fund Companies.
- 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.
- PSplus Portfolio Software and Consulting Developers of professional portfolio management software.
- FinancialCad Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- TradePerformance Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
- 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.
- Leading Market Technologies Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
- 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.
- 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.
- Incom Incom provides wealth management software and systems for personal and business investors.
- Custom Design Software Real estate property analysis software for real estate investors.
- 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.
- 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.
- Asset Allocation Analyst The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
- 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.
- Cainsoft, Inc. Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
- 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.
- 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.
- PortfolioScience On-demand portfolio risk analysis service and value at risk (VaR) software for financial institutions, hedge funds, and investors.
- EM Applications EM Applications provides an advanced factor model and tools for portfolio risk management.
- Profitspi Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
- NorthStar Wealth Management Software NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
- FinLab SA Provides global fund data management system and hedge fund software.
- Fund Manager Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ.
- Morningstar CPMS Computerized Portfolio Management System. Generate long and short strategies witha proprietary ranking and screening system. Create strategies for specific industries.
- Stock Analyzer An investment record keeping system with performance measurement.