Portfolio Management

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» A Penny Saved - Offers automated online trading tools.
» Advanced Information Management - Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
» Advanced Portfolio Technologies - APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, curr
» Advisor Software Inc. - ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments.
» Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners.
» Advisors Assistant - Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
» Alternative Software Development - Provides software for Hedge Fund portfolio creation through downside risk management.
» Amateur Invest - A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
» AnalytX, Inc. - Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
» Architect of your eFuture - Consulting and development company servicing the financial services industry.
» Archway Technology Partners - Hedge fund administration software. Includes P & L distribution with flexible breakpoints, discrete fee structures by partner, hurdle rates, high water marks, and contact management.
» Asset Allocation Analyst - The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
» BasketFunds - Mutual and stock portfolio management services. Product and services information provided.
» Beiley Software Fund Manager - Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
» Bytelogics Inc - New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
» Cainsoft, Inc. - Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
» Captool Investment Software - Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
» ClaroLogic - Personal and enterprise level portfolio and fund management systems.
» Computerized Portfolio Management System - Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
» Compuware, India - A comprehensive package for portfolios management and accounting.
» Cosmos Offshore Company Management System - Software to manage portfolios of registered companies.
» Coyote Capital - Automated portfolio management system that recommends daily stock trades based on investment capital and risk tolerance.
» Croesus Portfolio Management System - An advanced portfolio management software solution for the securities industry.
» Custom Design Software - Real estate property analysis software for real estate investors.
» DRIP Wizard - Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
» DTLink Software - Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
» DataCow Technologies - Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
» DynaPorte - Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
» Dynamic Software Design - Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
» EM Applications - EM Applications provides an advanced factor model and tools for portfolio risk management.
» ESQuotes - Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
» Efficient Portfolios - A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of th
» Efficient Solutions Inc. - Portfolio optimization software for investment professionals and sophisticated personal investors.
» Electric Scorecard II - Accounting software to track commodity trades.
» Equitrend - Offers money management system with daily updates and monthly newsletter.
» Excelquant - Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
» FinLab - PackHedge is a global fund data-management system for fund research & analysis.
» Financial Additives - Suite of IT products to integrate and enhance the investment management and private client technology industry.
» FinancialCad - Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
» GainsKeeper - Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
» Gravity Investments - Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocat
» Incom - Incom provides wealth management software and systems for personal and business investors.
» Integrated Decision Systems - The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
» Invessoft - Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
» InvestAhead - Wealth management software for IFAs and other finance professionals.
» Investment Spy - Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
» Investor Coach - Offer online portfolio management tool for stock investment.
» Investors Source - Financial planning and portfolio management, web calculators and contact management.
» Leading Market Technologies - Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
» Margin Account Calculator - Tracks your futures trades. Free demo requires Excel.
» Milvus Software Limited - Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
» Monetaire, Inc - Provides a componentized wealth management platform to the financial services industry, including modules for rules, computations and user interfaces.
» My Savings Bonds - Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
» NetageInvestors - NetageInvestors hedge fund front-office software. Software suite for optimizing information flow between a hedge fund, its employees and active or prospective investors.
» Oxygensoft - Oxygen's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
» PMSA Inc. - Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
» PSplus Portfolio Software and Consulting - Developers of professional portfolio management software.
» Personal ASX Portfolio Manager - PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
» Pertrac 2000 - Pertrac is a powerful suite of investment tools for financial professionals.
» Portfolio Analyzer - MSExcel based portfolio management system that calculates performance and factor exposures.
» Portfolio Director Software - Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
» Portfolio Innovations - Tools and resources for portfolio and risk management.
» Portfolio Investment Records - Investment records keeping program for DOS.
» Portfolio MCS - Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
» Portfolio Selection Systems - Portfolio theory, and optimization software.
» PortfolioScience - Provides portfolio risk analysis for individual investors.
» Primafin Software AG - Portfolio management software and consulting.
» ProSight - Offers portfolio management software, including company information, press, support, partners and forum.
» Profitspi - Browser based portfolio tracker which dynamically adds time to your portfolio enabling you to track profit performance by day, week, month and more.
» QCharter Portfolio Charting Program - Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
» QED Information Systems, Inc. - Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
» QUANTIX Software Inc - Investment portfolio software for tracking of stocks, bonds, funds.
» Quotes Station - Adware stock quotes and portfolio manager software.
» Quotes-Station Freeware - Software to track and manage investment online. Build your own personal multi screen browser.
» RAD Solutions LLC - A real time portfolio management and accounting system.
» Radix Research Ltd - Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
» Ravenfields Software Inc. - Back office system solutions provider for Fund Companies.
» Real Decisions - Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
» Risk Infotech Solutions - Develops risk management software products including country specific multi-factor equity risk model for India.
» RiskData Portfolio Solutions - Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
» Savings Bond Maximizer Software - Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
» Simple Financial systems - Provides basic financial software for both home and business use.
» Software for Investment Clubs - Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
» StatementOne.com - Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
» Steady Trading - Offers decision-making support software designed for portfolio management.
» Stock Manager - Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
» SunGard Online Investment Systems - Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
» Systematic Methods - Rules-based portfolio trading algorithms and consulting for financial institutions.
» TBOTS - Trading Robots - TBOTS is for simulating and tracking investment strategies. Investors can simulate buy and sell ideas on historic data then track them on a continuous basis. No programming or data feeds are required.
» Taking Stock - Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since 1922 and educates investors about bull and bear markets using 18 interactive calculators.
» Techfi - Portfolio 2000 - A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
» The Investor Source - Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
» TradeLog - Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
» TradePerformance - Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
» Traders Edge - Canadian Investment Software. This program manages stock market investment.
» Zunna, Inc. - Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
» eWebPortfolio - Fully functional portfolio management and accounting system that runs on the Web.
» prommise - PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.