Investment Portfolio Management Software

Investment Portfolio Management Software wird von Händlern und Investmentmanagern verwendet, um die Leistung ihrer eigenen und der Investitionen ihrer Kunden zu überwachen und zu optimieren.

Warum Capterra kostenlos ist
After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, International Currencies and Taxation. Erfahre mehr über PORTAX After-Tax Portfolio Analysis After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Erfahre mehr über PORTAX After-Tax Portfolio Analysis

von TransparenTech

(77 Bewertungen)
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

von Dolicloud

(24 Bewertungen)
Open-Source-Lösung für alle Belange im Bereich Business-Management: Vertrieb, Rechnungsstellung, Tagesordnung, Inventar, Bestellungen, E-Mail-Versand, Buchhaltung, Spesenabrechnung, Urlaubsanträge. Je nach Bedarf stehen mehrere Hundert Module zur Verfügung. Open-Source-Lösung für alle Belange im Bereich Business-Management, von Kunden und Bestellungen bis hin zu Rechnungsstellung und Inventar.

von FinFolio

(8 Bewertungen)
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

von softTarget

(4 Bewertungen)
Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung. Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.

von PortfolioShop

(4 Bewertungen)
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

von Synertree CMS

(2 Bewertungen)
Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented. CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

von SimCorp

(1 Bewertung)
Investment-Management-Lösung für Fonds- und Asset-Manager, umfasst Handels- und Auftragsmanagement, Fondsadministration usw.

von VectorVest

(1 Bewertung)
Verfolgt eine Vielzahl von Aktien nach und verwendet grafische Darstellungen, Portfoliomanagement, Backtesting und mehr für fundierte Entscheidungen. Verfolgt eine Vielzahl von Aktien nach und verwendet grafische Darstellungen, Portfoliomanagement, Backtesting und mehr für fundierte Entscheidungen.

von Ledgex

(1 Bewertung)
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

von Stock Portfolio Organizer

(1 Bewertung)
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs

von EquityStat

(1 Bewertung)
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting. Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.

von Archway

(0 Bewertungen)
Archway, ein Softwareunternehmen, das die Finanzgeschäfte globaler Family Offices, Hedgefonds, Anlageberater, Prime Broker und Privatbanken unterstützt. Die Flaggschiffplattform ATWeb ist eine webbasierte Unternehmenslösung für die Buchhaltungs- und Investitionsindustrie. ATWeb integriert ein vollständiges Hauptbuch (G/V), um Portfolio-, Fonds- und Partnerschaftsbuchhaltung mit einem Portfolio-Management-System zu unterstützen. Die ATWeb-Modul-Suite stellt eine vollständige Palette von Finanzfunktionen dar, die speziell auf die Private-Equity-Branche ausgerichtet sind.

von Assetbook

(0 Bewertungen)
Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

von AccounTrex

(0 Bewertungen)
AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds. Centralized portfolio management is enabled through automatic download of balance and transaction data from all Cash and Prime Broker accounts in a Funds system, interrelating multiple Prime, DVP and Cash account activity via patent-pending automatic transaction matching algorithms. Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.

von OpEff Technologies

(0 Bewertungen)
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation. Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

von QUANT IX SOFTWARE

(0 Bewertungen)
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Desktop based investment software for portfolio management.

von Beiley Software

(0 Bewertungen)
Portfolio-Management-Tool für einzelne Anleger, Berater und professionelle Händler. Die Funktionalität beinhaltet die Maklergebührenberechnung.

von StockwarePro

(0 Bewertungen)
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

von Purescope

(0 Bewertungen)
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad. Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

von ICLUB Central

(0 Bewertungen)
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics. Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

von TJPS Software

(0 Bewertungen)
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

von Tamarac

(0 Bewertungen)
Modulare Lösung für Anlageberater. Reporting-, Handels- und CRM-Komponenten können zusammen oder separat erworben werden. Modulare Lösung für Anlageberater. Reporting-, Handels- und CRM-Komponenten können zusammen oder separat erworben werden.

von NetWorth Services

(0 Bewertungen)
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting. Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

von Supertech

(0 Bewertungen)
Portfolio-Managementtool mit Ad-hoc-Abfragen für Aktien-Performance-Modellierung und Protokollberichtsfunktion für Investoren.

von MProfit Software

(0 Bewertungen)
Portfolio management and accounting software with AUM reporting for independent financial advisers. Portfolio management and accounting software with AUM reporting for independent financial advisers.

von tick Trading Software

(0 Bewertungen)
tick Trading Software ist eine Börsenmanagementsoftware, die die Optimierung deiner Aktieninvestmentoptionen unterstützt. tick Trading Software ist eine Börsenmanagementsoftware, die die Optimierung deiner Aktieninvestmentoptionen unterstützt.

von Derivatas

(0 Bewertungen)
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for VC and PE funds. Derivatas has long been a leader in full-service valuations for VC funds and 409A valuations for startups. Now we license our powerful software directly to funds so they can save time and money by doing it themselves. The most fully featured software in the market, yet user friendly and value priced. Derivatas is a proud partner of the National Venture Capital Association. Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.

von HiddenLevers

(0 Bewertungen)
Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.

von Dion Global Solutions

(0 Bewertungen)
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.

von Excella Trader

(0 Bewertungen)
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients. Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.

von MAUS Business Systems

(0 Bewertungen)
A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to simplify and automate the process! MAUS StockMarket Plus is an Easy-To-Use portfolio management software for any investor.