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IAN Wealth Management Services
Web Services Provider for Wealth Management Companies. Totally outsourced solution provides end-to-end functionality including prospect profiling,custom proposals, automated account setup, performance monitoring and reporting,tax lot accounting, rebalancing....
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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
Coyote Capital
Automated portfolio management system that recommends daily stock trades based on investment capital and risk tolerance.
http://www.coyote-capital.com/
Radix Research Ltd
Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
http://www.radixresearch.com
Quotes-Station Freeware
Software to track and manage investment online. Build your own personal multi screen browser.
http://www.quotes-station.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/
DataCow Technologies
Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
http://www.datacow.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/
Savings Bond Maximizer Software
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.
http://www.maxbond.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
The Investor Source
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
http://www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__download.html
Croesus Portfolio Management System
An advanced portfolio management software solution for the securities industry.
http://www.croesus.com
PSplus Portfolio Software and Consulting
Developers of professional portfolio management software.
http://www.psplus.de/
Portfolio Director Software
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
http://www.portfoliodirector.com/
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
Systematic Methods
Rules-based portfolio trading algorithms and consulting for financial institutions.
http://www.systematicmethods.com
Compuware, India
A comprehensive 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
InvestAhead
Wealth management software for IFAs and other finance professionals.
http://www.investahead.co.uk/
Investors Source
Financial planning and portfolio management, web calculators and contact management.
http://www.investorssource.com/
BasketFunds
Mutual and stock portfolio management services. Product and services information provided.
http://www.basketfunds.com/
ProSight
Offers portfolio management software, including company information, press, support, partners and forum.
http://www.prosight.com
QED Information Systems, Inc.
Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
http://www.qedinfo.com
Pertrac 2000
Pertrac is a powerful suite of investment tools for financial professionals.
http://www.pertrac2000.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
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
ClaroLogic
Personal and enterprise level portfolio and fund management systems.
http://www.clarologic.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/
Portfolio Analyzer
MSExcel based portfolio management system that calculates performance and factor exposures.
http://www.portfolioanalyser.com/en_index.html
GainsKeeper
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.
http://www.gainskeeper.com/
NetageInvestors
NetageInvestors hedge fund front-office software. Software suite for optimizing information flow between a hedge fund, its employees and active or prospective investors.
http://www.netageinvestors.com
Custom Design Software
Real estate property analysis software for real estate investors.
http://www.real-estate-investor-online.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
prommise
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
http://www.prommise.com
Risk Infotech Solutions
Develops risk management software products including country specific multi-factor equity risk model for India.
http://www.riskinfotech.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
Architect of your eFuture
Consulting and development company servicing the financial services industry.
http://www.fin-it.com
FinLab
PackHedge is a global fund data-management system for fund research & analysis.
http://www.finlab.ch
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/
Steady Trading
Offers decision-making support software designed for portfolio management.
http://www.steadytrading.com
A Penny Saved
Offers automated online trading tools.
http://www.apennysaved.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/
Oxygensoft
Oxygen's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
http://www.oxygensoft.com
QCharter Portfolio Charting Program
Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
http://members.cox.net/nedblake/
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
TBOTS - Trading Robots
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.
http://ww2.tbots.com/
Software for Investment Clubs
Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
http://www.investclub.com/investment_club_accountbutler.html
Dynamic Software Design
Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
http://dynamic-software-design.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/
Taking Stock
Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since 1922 and educates investors about bull and bear markets using 18 interactive calculators.
http://www.marketsavvy.net
Monetaire, Inc
Provides a componentized wealth management platform to the financial services industry, including modules for rules, computations and user interfaces.
http://www.monetaire.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/
Personal ASX Portfolio Manager
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
http://www.xu8.net/
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
RAD Solutions LLC
A real time portfolio management and accounting system.
http://www.RADSolutionsLLC.com
Invessoft
Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
http://www.invessoft.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 comprehensive reporting.
http://www.techfi.com
Margin Account Calculator
Tracks your futures trades. Free demo requires Excel.
http://www.users.globalnet.co.uk/~ibrant/index.htm
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/
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