Software zur nachsteuerlichen Portfoliooptimierung und Finanzplanung für mehrere Zeiträume. Beinhaltet Asset Class Forecasting, Monte-Carlo-Simulation, internationale Währungen und Steuern. Erfahre mehr über PORTAX After-Tax Portfolio Analysis

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.

Einfach zu bedienende Portfolio-Management-Software für Vermögensverwalter und einzelne Anleger. Funktioniert auf Windows, Mac, iOS und Android. Portfolios, Watchlisten, Diagramme, Warnungen und mehr. Mit StockMarketEye kannst du auf einfache Weise mehrere Anlageportfolios verfolgen und die Märkte überwachen, um deine Investitionen effektiv zu verwalten. Die Daten werden lokal auf deinem Computer gespeichert, können aber mit dem integrierten Online-Synchronisierungsdienst mit anderen Nutzern geteilt werden. StockMarketEye ist für iOS, Android, Windows, Mac und Linux verfügbar.

HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.

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.

Front-to-Back-Software für Start-up- oder etablierte Hedgefonds und Vermögensverwalter. Neben einem Portfolio-Management-System bietet HedgeGuard zwei zusätzliche Dienstleistungen an: Middle-Office-Outsourcing und VDI.

Easify Stock Control & EPOS is the ideal software for any business that needs to keep track of their stock, plus take payments. It also includes accounting, billing, purchasing, reporting & EPOS plus has optional add-ons for eCommerce and eBay so you can link your physical shop to your online shop. It's so easy to use that you can have new staff up and running after 10 minutes of training. Available either as an on-premises version for a one off fee or as a monthly Cloud subscription.

Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Market and Quandl for live financial data. It is distributed as an Excel Add-in and is fully integrated with Excel, providing a new tab in Excel, together with a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies and cryptocurrencies.

Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.

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

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.

Ipreos iLEVEL-Plattform ist eine cloudbasierte Portfolio-Monitoring-Lösung, die es privaten Kapitalanlegern ermöglicht, die Performance ihrer Portfolios nahtlos zu bewerten und zu berichten. iLEVEL vereinfacht den Prozess der Datenerhebung von Portfoliounternehmen und Fondsbeteiligungen, aggregiert und zentral speichert sie. iLEVEL reduziert den Zeit- und Arbeitsaufwand deiner Front- und Backoffice-Abteilung dramatisch und unterstützt gleichzeitig eine neue Stufe der Integrität, Einsicht und Reaktionsfähigkeit für das gesamte Unternehmen.

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.

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

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!

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

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

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.

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

TOGGLE ist eine KI-gestützte Analysesoftware, mit der diskretionäre Anleger bessere und zeitnahe Informationen aus ihren Daten zu einem Bruchteil der Kosten eines Datenwissenschaftsteams extrahieren können. TOGGLE hilft Anlegern bei der Verwaltung des täglichen Informationsflusses, bei der Suche nach versteckten Gelegenheiten, bei der Analyse von Vermögensmerkmalen und vergangenen Mustern sowie bei der Bereitstellung traditioneller und alternativer Daten für die Analyse.

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.

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

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.

Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.

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.

Seit mehr als 10 Jahren bietet Enfusion der globalen Investment-Management-Branche technologische Innovationen und Unterstützung. Die weltweit anerkannte Plattform Integrata bietet Vermögensverwaltern umfassende Front-to-Back-Office-Funktionen auf einer einzigen Plattform, darunter Order- und Ausführungsmanagement, Portfoliomanagement, Abstimmungen, Bewertungen und Risiken, vollständige Fondsbuchhaltung und Fondsdienstleistungen.

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

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

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

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

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.

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

Portfolio-Managementtool mit Ad-hoc-Abfragen für Aktien-Performance-Modellierung und Protokollberichtsfunktion für Investoren.

Portfolio management and accounting software with AUM reporting for independent financial advisers.

tick Trading Software ist eine Börsenmanagementsoftware, die die Optimierung deiner Aktieninvestmentoptionen unterstützt.

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.

Ein vollautomatisches, nutzerfreundliches Portfolio-Tracking-System zur Verwaltung von Investitionen in mehreren Anlageklassen.

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

Analytic software for stock portfolio managers.

ETNA's white label digital advisor platform was created to facilitate traditional financial advisors, wealth managers and RIAs seamlessly transition to offering digital advice. Introduce goal-based investments and digital advice to your clientele with ETNA Digital Advisor. Focus on unique investing algorithms, user experience, exceptional customer experience. ETNA Digital Advisor Platform enables easy online access to customer dashboards, digital user onboarding, risk profiling and more.

Investment platform that centralizes portfolio and order management in a single multi-asset application

Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.

End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.

Integrates portfolio companies, GPs and LPs into your portfoliomanagent tool.

Technology enabled service for allocators that provides software & data services to institutional investors.

XT-ERP is designed to free you from all technical constraints and enable you to be connected anywhere. The technology used allows you to quickly integrate new laws and procedures (RGPD, anti-fraud law, etc.), it allows you to integrate your ongoing changing needs. Natively, XT-ERP is multilingual, multi-currency and manages your subsidiaries.

Stock portfolio management tool that helps businesses in the finance sector track investments, update holdings & generate tax reports.

Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

Cloud-based portfolio management solution that helps businesses automate trading, client management, portfolio risk analysis, and more.