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eWebPortfolio
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Fully functional portfolio management and accounting system that runs on the Web.
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My Savings Bonds
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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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ESQuotes
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Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
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Beiley Software Fund Manager
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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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DataCow Technologies
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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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DTLink Software
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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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Quotes Station
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Adware stock quotes and portfolio manager software.
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Captool Investment Software
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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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DRIP Wizard
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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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Investment Spy
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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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Techfi - Portfolio 2000
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A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
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Margin Account Calculator
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Tracks your futures trades. Free demo requires Excel.
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Traders Edge
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Canadian Investment Software. This program manages stock market investment.
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Stock Manager
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Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
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Electric Scorecard II
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Accounting software to track commodity trades.
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QUANTIX Software Inc
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Investment portfolio software for tracking of stocks, bonds, funds.
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Alternative Software Development
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Provides software for Hedge Fund portfolio creation through downside risk management.
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AnalytX, Inc.
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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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Advisormart.com
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Online portfolio management for investment advisors, brokers, and financial planners.
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Advanced Information Management
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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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Efficient Solutions Inc.
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Portfolio optimization software for investment professionals and sophisticated personal investors.
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Portfolio Selection Systems
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Portfolio theory, and optimization software.
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Radix Research Ltd
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Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
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Quotes-Station Freeware
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Software to track and manage investment online. Build your own personal multi screen browser.
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Croesus Portfolio Management System
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An advanced portfolio management software solution for the securities industry.
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The Investor Source
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Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
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StatementOne.com
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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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Ravenfields Software Inc.
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Back office system solutions provider for Fund Companies.
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ClaroLogic
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Personal and enterprise level portfolio and fund management systems.
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Portfolio Investment Records
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Investment records keeping program for DOS.
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Amateur Invest
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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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Zunna, Inc.
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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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Primafin Software AG
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Portfolio management software and consulting.
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PSplus Portfolio Software and Consulting
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Developers of professional portfolio management software.
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Portfolio Director Software
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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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TradeLog
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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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Compuware, India
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A comprehensive package for portfolios management and accounting.
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FinancialCad
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Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
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InvestAhead
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Wealth management software for IFAs and other finance professionals.
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Investors Source
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Financial planning and portfolio management, web calculators and contact management.
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BasketFunds
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Mutual and stock portfolio management services. Product and services information provided.
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QED Information Systems, Inc.
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Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
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Pertrac 2000
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Pertrac is a powerful suite of investment tools for financial professionals.
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TradePerformance
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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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Gravity Investments
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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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Leading Market Technologies
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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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Advisors Assistant
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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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Milvus Software Limited
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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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Incom
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Incom provides wealth management software and systems for personal and business investors.
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Custom Design Software
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Real estate property analysis software for real estate investors.
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QCharter Portfolio Charting Program
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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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RiskData Portfolio Solutions
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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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Portfolio MCS
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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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Dynamic Software Design
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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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Bytelogics Inc
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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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Real Decisions
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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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Efficient Portfolios
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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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PMSA Inc.
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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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Asset Allocation Analyst
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The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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Advisor Software Inc.
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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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prommise
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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.
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SunGard Online Investment Systems
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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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Cainsoft, Inc.
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Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
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Excelquant
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Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
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Integrated Decision Systems
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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.
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Equitrend
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Offers money management system with daily updates and monthly newsletter.
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Investor Coach
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Offer online portfolio management tool for stock investment.
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Steady Trading
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Offers decision-making support software designed for portfolio management.
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Computerized Portfolio Management System
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Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
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DynaPorte
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Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
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PortfolioScience
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Provides portfolio risk analysis for individual investors.
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EM Applications
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EM Applications provides an advanced factor model and tools for portfolio risk management.
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Profitspi
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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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Advanced Portfolio Technologies
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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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Personal ASX Portfolio Manager
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PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
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NorthStar Wealth Management Software
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NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
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InvestorDynamo
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Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
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Investment Data Technologies
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Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
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PowerBroker Asset Management Software
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Software for financial professionals, cpa's and attorneys. Components include performance measurement, reporting with graphical enhancements, compliance reporting and tools for quick entry of historical performance information.
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Portfolio Style Analysis
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Portfolio style analysis, asset allocation, risk management software and consulting services.
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Stock Analyzer
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Stock Analyzer software is an investment record keeping system with performance measurement.
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ProSight
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Offers portfolio management software, including company information, press, support, partners and forum.
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FinLab SA
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Provides global fund data management system and hedge fund software.
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APT Advanced Portfolio Technologies
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Die Firma entwickelt und vertreibt Markt- und Kreditrisikomodelle sowie Softwareanwendungen. Mit Büros in acht Standorten und Risikomodellen für jeden Markt und jede Asset-Klasse, bietet man internationales Risikomanagement. [USA-New York, NY 10004]
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Advanced Portfolio Technologies
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Portfolio optimization and risk management tools for investment professionals.
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BasketFunds
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Mutual and stock portfolio management services. Product and services information provided.
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