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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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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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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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Efficient Solutions Inc. - http://www.effisols.com
Portfolio optimization software for investment professionals and sophisticated personal investors. |
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QUANTIX Software Inc - http://www.quantixsoftware.com
Investment portfolio software for tracking of stocks, bonds, funds. |
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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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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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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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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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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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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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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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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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Alternative Software Development - http://www.alternativesoft.com/
Provides software for Hedge Fund portfolio creation through downside risk management. |
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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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Fund Manager - http://www.fundmanagersoftware.com/
Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ. |
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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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Stock Manager - http://tinystocks.com
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync. |
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Cornerstone Revolutions, Inc. - http://www.poweradvisortools.com/
Offers a suite of software products and services developed for independent investment professionals. Based in Portland, Oregon. |
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Portfolio Selection Systems - http://www.portfolionetworks.com/
Portfolio theory, and optimization software. |
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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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FinLab SA - http://www.finlab.com/
Provides global fund data management system and hedge fund software. |
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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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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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Primafin Software AG - http://www.primafin.com/
Portfolio management software and consulting. |
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http://www.incom.com.au - http://www.incom.com.au
Incom provides wealth management software and systems for personal and business investors. |
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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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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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Bytelogics Inc - http://www.bytelogics.com/
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program. |
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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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Equitrend - http://www.Equitrend.com
Offers money management system with daily updates and monthly newsletter. |
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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. |