Directory of Software Resources

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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.

Resources in This Category

• 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.

• 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.

• 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.

• 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.

• 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.

• EM Applications

  http://www.emapplications.com/
  EM Applications provides an advanced factor model and tools for portfolio risk management.

• 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.

• 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.

• Incom

  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.

• 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.

• Morningstar CPMS

  http://corporate.morningstar.com/ca/asp/subject.aspx?xmlfile=8600.xml
  Computerized Portfolio Management System. Generate long and short strategies witha proprietary ranking and screening system. Create strategies for specific industries.

• 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 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/
  On-demand portfolio risk analysis service and value at risk (VaR) software for financial institutions, hedge funds, and investors.

• 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.

• Stock Analyzer

  http://www.stock-analyzer.com/
  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.

• 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.

Related Categories

• Home > Business > Investing > Brokerages > Software > EasyLanguage
• Home > Business > Investing > Research and Analysis > Technical Analysis
• Home > Business > Investing > Software
• Home > Business > Investing > Software > Back Office
• Home > Business > Management > Software > Risk Management
• Home > Home > Personal Finance > Software

 

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