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Home: Personal Finance: Software
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.
- 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.
- 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.
- Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
Asset Allocation Analyst
- The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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.
- New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
- Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
Captool Investment Software
- Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
Cornerstone Revolutions, Inc.
- Offers a suite of software products and services developed for independent investment professionals. Based in Portland, Oregon.
Croesus Portfolio Management System
- An advanced portfolio management software solution for the securities industry.
Custom Design Software
- Real estate property analysis software for real estate investors.
- Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
- 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.
- Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
Efficient Solutions Inc.
- Portfolio optimization software for investment professionals and sophisticated personal investors.
- EM Applications provides an advanced factor model and tools for portfolio risk management.
- Offers money management system with daily updates and monthly newsletter.
- Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
- Fully functional portfolio management and accounting system that runs on the Web.
- Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- Provides global fund data management system and hedge fund software.
- Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ.
- 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.
- Incom provides wealth management software and systems for personal and business investors.
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.
- Financial planning and portfolio management, web calculators and contact 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.
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.
- Computerized Portfolio Management System. Generate long and short strategies witha proprietary ranking and screening system. Create strategies for specific industries.
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.
NorthStar Wealth Management Software
- NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
- Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
Portfolio Selection Systems
- Portfolio theory, and optimization software.
- On-demand portfolio risk analysis service and value at risk (VaR) software for financial institutions, hedge funds, and investors.
Primafin Software AG
- Portfolio management software and consulting.
- Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
PSplus Portfolio Software and Consulting
- Developers of professional portfolio management software.
QUANTIX Software Inc
- Investment portfolio software for tracking of stocks, bonds, funds.
- Adware stock quotes and portfolio manager software.
Ravenfields Software Inc.
- Back office system solutions provider for Fund Companies.
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.
- An investment record keeping system with performance measurement.
- Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
- Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
- Canadian Investment Software. This program manages stock market investment.
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