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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.
Advisor Software Inc. http://www.advisorsoftware.com
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 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.
Alternative Software Development http://www.alternativesoft.com/
Provides software for Hedge Fund portfolio creation through downside risk management.
Amateur Invest http://www.amateur-invest.com
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.
AnalytX, Inc. http://www.analytx.com
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
Asset Allocation Analyst http://www.assetallocationanalyst.com
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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.
Bytelogics Inc http://www.bytelogics.com/
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
Cainsoft, Inc. http://www.cainsoft.com
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
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.
Computerized Portfolio Management System http://www.cpms.com/
Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
Cornerstone Revolutions, Inc. http://www.poweradvisortools.com/
Offers a suite of software products and services developed for independent investment professionals. Based in Portland, Oregon.
Croesus Portfolio Management System http://www.croesus.com
An advanced portfolio management software solution for the securities industry.
Custom Design Software http://www.real-estate-investor-online.com/
Real estate property analysis software for real estate investors.
DRIP Wizard http://www.dripwizard.com
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
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.
DynaPorte http://www.dynaporte.com
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. http://www.effisols.com
Portfolio optimization software for investment professionals and sophisticated personal investors.
Electric Scorecard II http://www.orbitsoft.com
Accounting software to track commodity trades.
EM Applications http://www.emapplications.com
EM Applications provides an advanced factor model and tools for portfolio risk management.
Equitrend http://www.Equitrend.com
Offers money management system with daily updates and monthly newsletter.
ESQuotes http://www.esquotes.com
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
eWebPortfolio http://www.ewebportfolio.com/
Fully functional portfolio management and accounting system that runs on the Web.
Excelquant http://www.excelquant.com
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
FinancialCad http://www.fincad.com
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
FinLab SA http://www.finlab.com/
Provides global fund data management system and hedge fund software.
Fund Manager http://www.fundmanagersoftware.com/
Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ.
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.
http://www.incom.com.au http://www.incom.com.au
Incom provides wealth management software and systems for personal and business investors.
Integrated Decision Systems http://www.idsnet.com
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.
Investor Coach http://www.investcoach.com/
Offer online portfolio management tool for stock investment.
InvestorDynamo http://www.investordynamo.com
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
Investors Source http://www.investorssource.com/
Financial planning and portfolio management, web calculators and contact management.
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.
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.
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.
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.
Portfolio Investment Records http://home.att.net/~imaginaryco/PortFolio.html
Investment records keeping program for DOS.
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.
Portfolio Selection Systems http://www.portfolionetworks.com/
Portfolio theory, and optimization software.
PortfolioScience http://www.portfolioscience.com/
Provides portfolio risk analysis for individual investors.
Primafin Software AG http://www.primafin.com/
Portfolio management software and consulting.
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.
PSplus Portfolio Software and Consulting http://www.psplus.de/
Developers of professional portfolio management software.
QUANTIX Software Inc http://www.quantixsoftware.com
Investment portfolio software for tracking of stocks, bonds, funds.
Quotes Station http://www.aadsoft.com/quotes/intro.htm
Adware stock quotes and portfolio manager software.
Ravenfields Software Inc. http://www.ravenfields.com
Back office system solutions provider for Fund Companies.
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.
StatementOne.com http://www.statementone.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
Stock Analyzer http://www.stock-analyzer.com
Stock Analyzer software is an investment record keeping system with performance measurement.
Stock Manager http://tinystocks.com
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
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.
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.
TradePerformance http://www.tradeperformance.com/
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
Traders Edge http://www.tradersedge.com
Canadian Investment Software. This program manages stock market investment.
Zunna, Inc. http://www.zunna.com/
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.

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