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Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
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Arbitrage Pricing Theory based risk quantification model with embedded portfolio optimization. A dynamic, 20 factor model drives the forecasts.
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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.
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Online portfolio management for investment advisors, brokers, and financial planners.
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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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Provides software for Hedge Fund portfolio creation through downside risk management.
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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.
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Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
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Consulting and development company servicing the financial services industry.
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Hedge fund administration software. Includes P & L distribution with flexible breakpoints, discrete fee structures by partner, hurdle rates, high water marks, and contact management.
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The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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Portfolio management tools for investors who want to manage their own mutual funds.
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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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New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
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Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
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Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
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Personal and enterprise level portfolio and fund management systems.
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A comprehensive package for portfolios management and accounting.
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Software to manage portfolios of registered companies.
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Automated portfolio management system that recommends daily stock trades based on investment capital and risk tolerance.
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An advanced portfolio management software solution for the securities industry.
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Real estate property analysis software for real estate investors.
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Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
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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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Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
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Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
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Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
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A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients portfolios.
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Portfolio optimization software for investment professionals and sophisticated personal investors.
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Accounting software to track commodity trades.
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Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
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Suite of IT products to integrate and enhance the investment management and private client technology industry.
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Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
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Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
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Asset allocation and risk management software for model portfolios. Holistic, visual portfolio management software. 3-D model portfolios maximize diversification and determine customized efficient allocations. For professional investors, advisors and financial planning.
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Incom provides wealth management software and systems for personal and business investors.
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Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
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Wealth management software for IFAs and other finance professionals.
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Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
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Financial planning and portfolio management, web calculators and contact management.
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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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Tracks your futures trades. Free demo requires Excel.
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Software for stock analysis and portfolio management.
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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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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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NetageInvestors hedge fund front-office software. Software suite for optimizing information flow between a hedge fund, its employees and active or prospective investors.
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Provides portfolio management software and solutions including consulting for investment advisors
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Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
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Developers of professional portfolio management software.
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Pertrac is a powerful suite of investment tools for financial professionals.
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MSExcel based portfolio management system that calculates performance and factor exposures.
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Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
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Investment records keeping program for DOS.
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Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
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Portfolio theory, and optimization software.
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Portfolio management software and consulting.
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Offers portfolio management software, including company information, press, support, partners and forum.
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Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
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Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
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Investment portfolio software for tracking of stocks, bonds, funds.
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Adware stock quotes and portfolio manager software.
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Software to track and manage investment online. Build your own personal multi screen browser.
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A real time portfolio management and accounting system.
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Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
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Back office system solutions provider for Fund Companies.
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Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
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Develops risk management software products including country specific multi-factor equity risk model for India.
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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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Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
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Stock market investing software and free portfolio manager. Dollar cost average to help buy high, sell low. Get best price to buy or sell.
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Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
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Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
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Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
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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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Rules-based portfolio trading algorithms and consulting for financial institutions.
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TBOTS is for simulating and tracking investment strategies. Investors can simulate buy and sell ideas on historic data then track them on a continuous basis. No programming or data feeds are required.
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A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
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Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
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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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Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
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Canadian Investment Software. This program manages stock market investment.
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Suite of financial planning tools and portfolio tracking solutions.
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Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
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Fully functional portfolio management and accounting system that runs on the Web.
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PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
