Investment Portfolio Management Software
Investment Portfolio Management Software wird von Händlern und Investmentmanagern verwendet, um die Performance ihrer eigenen und der Investitionen ihrer Kunden zu überwachen und zu optimieren.
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Produktbewertung
Einsatz
- Cloud, SaaS, Web (9)
- Installiert - Mac (2)
- Installiert - Windows (7)
- Mobile - Android Native (2)
- Mobile - iOS Native (1)
Funktionen
- Aktienkapital (7)
- Benchmarking (6)
- Data Warehousing (Datenlager) (9)
- Fondsverwaltung (7)
- Für Anlageberater (11)
- Kundenmanagement (8)
- Portfolio-Buchhaltung (8)
- Portfolio-Neuausrichtung (7)
- Portfoliomanagement (9)
- Risikomanagement (8)
Preis
Ähnliche Kategorien
Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
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.
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.
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.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management from customers and orders to invoicing and inventory.
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.
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.
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.
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
Investment-Management-Lösung für Fonds- und Asset-Manager, umfasst Handels- und Auftragsmanagement, Fondsadministration usw.
Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.
Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.
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.
Portfolio-Management-Tool für einzelne Anleger, Berater und professionelle Händler. Die Funktionalität beinhaltet die Maklergebührenberechnung.
Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.
Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.
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.
Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.
Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.
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.
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.
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.
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.
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.
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.
Portfolio management and accounting software with AUM reporting for independent financial advisers.
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.
Self valuations and portfolio analysis for venture capital and PE funds.
Self valuations and portfolio analysis for venture capital and PE funds.
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.