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After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes Asset Class Forecasting, Monte Carlo Simulation, International Currencies and Taxation. Learn more about PORTAX After-Tax Portfolio Analysis After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX After-Tax Portfolio Analysis
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.
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. Track your investments on Win/Mac/iOS/Android.
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. Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset 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. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
For Fund managers, Hedge Funds, Family Offices, Asset Managers or crypto-funds managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our goal is to help our clients achieve optimal operational efficiency. Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.
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. An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
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. Stock Control Software for small businesses - also includes Accounting, billing, purchasing, reporting, EPOS, Barcode label printing
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
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 the industry leading cloud-based portfolio management platform for private capital investors.
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
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.
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.
Black Mountain is a software company that offers highly configurable solutions including portfolio management, trade order management, compliance, research management, direct lending, portfolio accounting & agent, performance attribution and data warehouse reporting. Our clients consist of many of the world's leading investment managers, credit funds, hedge funds, private equity, direct lenders and banks who use our platform to manage all varieties of loans, fixed income, alternatives, etc. Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.
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.
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.
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. Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.
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.
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.
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.
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. White label digital advisor out-of-the-box software for brokers, robo-advisors, fund managers and RIAs.
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 AI alerts you to what might affect your portfolio holdings.
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.
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 s adresse aux TPE - PME et facilite le passage à l ère numérique !
Stock portfolio management tool that helps businesses in the finance sector track investments, update holdings & generate tax reports. 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 & more. Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics & more.