Investment Portfolio Management Software

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Die ATWeb-Modul-Suite stellt eine vollständige Palette von Finanzfunktionen dar, die speziell auf die Private-Equity-Branche ausgerichtet sind.

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 businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

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 from customers and orders to invoicing and inventory.

Open source solution for all around business management from customers and orders to invoicing and inventory.

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

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.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

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.

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

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 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.