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 Directory: Top: Business: Investing: Money Managers: Software (66)
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Home: Personal Finance: Software
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eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
http://www.ewebportfolio.com/

My Savings Bonds
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.
http://www.mysavingsbonds.com

ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
http://www.esquotes.com

Beiley Software Fund Manager
Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
http://www.beiley.com/

DTLink Software
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.
http://www.dtlink.com/

Quotes Station
Adware stock quotes and portfolio manager software.
http://www.aadsoft.com/quotes/intro.htm

Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
http://www.captools.com/

DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
http://www.dripwizard.com

Investment Spy
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.
http://www.investmentspy.com/

Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement and reporting.
http://www.techfi.com

Traders Edge
Canadian Investment Software. This program manages stock market investment.
http://www.tradersedge.com

Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
http://tinystocks.com

Electric Scorecard II
Accounting software to track commodity trades.
http://www.orbitsoft.com

QUANTIX Software Inc
Investment portfolio software for tracking of stocks, bonds, funds.
http://www.quantixsoftware.com

Alternative Software Development
Provides software for Hedge Fund portfolio creation through downside risk management.
http://www.alternativesoft.com/

AnalytX, Inc.
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
http://www.analytx.com

Advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners.
http://www.advisormart.com

Advanced Information Management
Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
http://www.aim-sw.net/

Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
http://www.effisols.com

Portfolio Selection Systems
Portfolio theory, and optimization software.
http://www.portfolionetworks.com/

Croesus Portfolio Management System
An advanced portfolio management software solution for the securities industry.
http://www.croesus.com

StatementOne.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
http://www.statementone.com

Ravenfields Software Inc.
Back office system solutions provider for Fund Companies.
http://www.ravenfields.com

Portfolio Investment Records
Investment records keeping program for DOS.
http://home.att.net/~imaginaryco/PortFolio.html

Amateur Invest
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.
http://www.amateur-invest.com

Zunna, Inc.
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
http://www.zunna.com/

Primafin Software AG
Portfolio management software and consulting.
http://www.primafin.com/

PSplus Portfolio Software and Consulting
Developers of professional portfolio management software.
http://www.psplus.de/

TradeLog
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
http://www.armencomp.com/tradelog

Compuware, India
A package for portfolios management and accounting.
http://www.compuwareonline.com/software/investment.asp

FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
http://www.fincad.com

Investors Source
Financial planning and portfolio management, web calculators and contact management.
http://www.investorssource.com/

TradePerformance
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
http://www.tradeperformance.com/

Gravity Investments
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.gravityinvestments.com/

Leading Market Technologies
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
http://www.lmt-expo.com

Advisors Assistant
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.
http://www.climark.com

Milvus Software Limited
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.
http://www.milvussoftware.com/

Incom
Incom provides wealth management software and systems for personal and business investors.
http://www.incom.com.au

Custom Design Software
Real estate property analysis software for real estate investors.
http://www.real-estate-investor-online.com/

RiskData Portfolio Solutions
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.
http://www.riskdata.com

Portfolio MCS
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
http://www.portfolioriskanalysis.com

Bytelogics Inc
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
http://www.bytelogics.com/

Real Decisions
Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
http://www.realdecisions.co.uk

Efficient Portfolios
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.
http://www.effport.com

PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
http://www.pmsa-inc.com

Asset Allocation Analyst
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
http://www.assetallocationanalyst.com

Advisor Software Inc.
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.
http://www.advisorsoftware.com

SunGard Online Investment Systems
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.
http://www.online.sungard.com

Cainsoft, Inc.
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
http://www.cainsoft.com

Excelquant
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
http://www.excelquant.com

Integrated Decision Systems
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.
http://www.idsnet.com

Equitrend
Offers money management system with daily updates and monthly newsletter.
http://www.Equitrend.com

Investor Coach
Offer online portfolio management tool for stock investment.
http://www.investcoach.com/

Computerized Portfolio Management System
Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
http://www.cpms.com/

DynaPorte
Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
http://www.dynaporte.com

PortfolioScience
Provides portfolio risk analysis for individual investors.
http://www.portfolioscience.com/

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

Profitspi
Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
http://www.profitspi.com/

Advanced Portfolio Technologies
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.
http://www.apt.com/

NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
http://www.northstar.com

InvestorDynamo
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
http://www.investordynamo.com

Investment Data Technologies
Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
http://www.idt-world.com

Stock Analyzer
Stock Analyzer software is an investment record keeping system with performance measurement.
http://www.stock-analyzer.com

ProSight
Offers portfolio management software, including company information, press, support, partners and forum.
http://www.prosight.com/

FinLab SA
Provides global fund data management system and hedge fund software.
http://www.finlab.com/

Cornerstone Revolutions, Inc.
Portland, Oregon-based software development firm specializing in applications for financial professionals. Includes products, downloads, and services provided.
http://www.poweradvisortools.com/

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