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.

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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.
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.
Alternative Software Development
Provides software for Hedge Fund portfolio creation through downside risk management.
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.
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.
Bytelogics Inc
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
Cainsoft, Inc.
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.
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.
DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
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.
Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
EM Applications
EM Applications provides an advanced factor model and tools for portfolio risk management.
ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
FinLab SA
Provides global fund data management system and hedge fund software.
Fund Manager
Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ.
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.
Incom
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.
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.
Morningstar CPMS
Computerized Portfolio Management System. Generate long and short strategies witha proprietary ranking and screening system. Create strategies for specific industries.
NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
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.
Portfolio Selection Systems
Portfolio theory, and optimization software.
PortfolioScience
On-demand portfolio risk analysis service and value at risk (VaR) software for financial institutions, hedge funds, and investors.
Profitspi
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.
Quotes Station
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.
Stock Analyzer
An investment record keeping system with performance measurement.
Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
TradePerformance
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
Traders Edge
Canadian Investment Software. This program manages stock market investment.
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Last update:
February 9, 2016 at 6:15:08 UTC
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