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After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX
After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, Margin Trading, International Currencies and Taxation. Learn more about PORTAX
After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, Margin Trading, International Currencies and Taxation.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Open source solution for all around business management from customers and orders to invoicing and inventory.
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: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
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 asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, EODHistoricalData.com and Quandl for live financial data. It is distributed as an Excel Add-in and is fully integrated with Excel, providing 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.
Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, EODHistoricalData.com and Quandl for live financial data. It is...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
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.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment. With offices in Sydney, Boston, Paris and Beirut, the H
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs & asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, & access world-class models and research in the Riskalyze Partner Store.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-deale...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

Features

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

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard,...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
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.
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.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
MAUS StockMarket Plus is an Easy-To-Use portfolio management software for any investor.
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!
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,...

Features

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

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.
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.
AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds. Centralized...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Desktop based investment software for portfolio management.
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting, outsourced fund services and a data warehouse.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Portfolio management and accounting software with AUM reporting for independent financial advisers.
Portfolio management and accounting software with AUM reporting for independent financial advisers.
Portfolio management and accounting software with AUM reporting for independent financial advisers.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.
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 VC and PE funds. Derivatas has long been a leader in full-service valuations for VC funds and 409A...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Digitalise and automate business processes: secure, flexible and simply user-friendly. With no-code. With Lobster_pro.
Starting from a clean datapool, Lobster_pro supports transparency and optimum control of business processes. It deconstructs data islands that have built up over time and facilitates fast access to the requested information. It presents business processes comprehensively without media breaks and orchestrates them. Thanks to Lobster’s no-code technology users can hit the ground running. No other approach to implementing digital transformation could be faster or more flexible.
Starting from a clean datapool, Lobster_pro supports transparency and optimum control of business processes. It deconstructs data islands that have built up over time and facilitates fast access to...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
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.
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Analytic software for stock portfolio managers.
Analytic software for stock portfolio managers.
Analytic software for stock portfolio managers.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
White label digital advisor out-of-the-box software for brokers, robo-advisors, fund managers and RIAs.
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Investment platform that centralizes portfolio and order management in a single multi-asset application
Investment platform that centralizes portfolio and order management in a single multi-asset application
Investment platform that centralizes portfolio and order management in a single multi-asset application

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.
End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.
End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Integrates portfolio companies, GPs and LPs into your portfoliomanagent tool.
Integrates portfolio companies, GPs and LPs into your portfoliomanagent tool.
Integrates portfolio companies, GPs and LPs into your portfoliomanagent tool.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
Technology enabled service for allocators that provides software & data services to institutional investors.
Technology enabled service for allocators that provides software & data services to institutional investors.
Technology enabled service for allocators that provides software & data services to institutional investors.

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management
XT-Erp is aimed at VSEs - SMEs and facilitates the transition to the digital age!
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.
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...

Features

  • Portfolio Accounting
  • Tax Management
  • Portfolio Management
  • Stock Management