Investment Management

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190 Produkte gefunden

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IMS Platform

IMS Platform

von Investor Management Services

(11 Bewertungen)

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management, distribution calculations, & analytics. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 35K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO! Erfahre mehr über IMS Platform

Juniper Square

Juniper Square

von Juniper Square

(12 Bewertungen)

Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry. Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors. Erfahre mehr über Juniper Square

Dynamo

Dynamo

von Dynamo Software

(1 Bewertung)

Software für die Alternative Asset Community þ Private Equity, Hedgefonds, Dachfonds und institutionelle Investoren. Erfahre mehr über Dynamo

Windham Portfolio Advisor

Windham Portfolio Advisor

von Windham Labs

(6 Bewertungen)

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. Erfahre mehr über Windham Portfolio Advisor

Backstop

Backstop

von Backstop Solutions Group

(1 Bewertung)

Backstop Solutions helfen der alternativen Investmentbranche, das Beste aus ihrer Zeit zu machen. In unserem Sektor zählt jede Minute und wir möchten unseren Kunden helfen, ihre komplizierten Aufgabenlisten durch schlanke Geschäftsprozesse zu ersetzen. Wir tun dies, indem wir Asset-Managern und -Zuteilern erstklassige, Cloud-basierte Produktivitäts-Technologie bieten, damit sie ihr Kapital besser vergrößern und bewahren, Nachforschungen realisieren und Portfolios verwalten sowie ihren wichtigsten Aktionären dienen können. Erfahre mehr über Backstop

Obsidian Suite

Obsidian Suite

von Obsidian Solutions

(0 Bewertungen)

Obsidian ist eine All-in-one-Plattform für Investorenmanagement. Viele Kunden im Finanzsektor haben damit bereits erfolgreich und zügig ihr Geschäft digitalisiert, Kosten gesenkt und den Vertriebszyklus optimiert. Im Rahmen unserer modernen Oberfläche können Kunden aus vier Suiten wählen: Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen. Die Systeme sind in Rekordzeit einführbar. Wir gewährleisten branchenführende Sicherheit und Verschlüsselung mit Bankenstandard. Über 10.000 zufriedene Obsidian-Anwender haben damit bereits ihre Arbeitsabläufe umgestaltet. Erfahre mehr über Obsidian Suite

The CRE Suite

The CRE Suite

von CREModels

(2 Bewertungen)

Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. Erfahre mehr über The CRE Suite

Eze Investment Suite

Eze Investment Suite

von Eze Software

(1 Bewertung)

Eze Softwares preisgekrönte Investitions-Suite verfügt über eine Reihe von vollständig integrierten Anwendungen, die First-Class-Asset-Management-Funktionalität bieten, um den Investitionslebenszyklus zu optimieren. Anwendungen können für einen nahtlosen Front-to-Back-Workflow miteinander kombiniert werden, es gibt eine Standalone-Variante oder eine integrierte Version mit anderen Systemen von Drittanbietern. Erfahre mehr über Eze Investment Suite

HedgeGuard®

HedgeGuard®

von HedgeGuard

(0 Bewertungen)

Front-to-Back-Software für Start-up- oder etablierte Hedgefonds und Vermögensverwalter. Neben einem Portfolio-Management-System bietet HedgeGuard zwei zusätzliche Dienstleistungen an: Middle-Office-Outsourcing und VDI. Erfahre mehr über HedgeGuard®

LiquidityCalendar.com

LiquidityCalendar.com

von LiquidityCalendar

(0 Bewertungen)

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Erfahre mehr über LiquidityCalendar.com

LienApp

LienApp

von VADAR Systems

(0 Bewertungen)

Tax Lien servicing software in the cloud with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction. Erfahre mehr über LienApp

eFront

eFront

von eFront

(0 Bewertungen)

eFront ist der führenden Software-Anbieter von Lösungen für die Finanzbranche mit anerkannter Kompetenz für Alternative Investments und Risikomanagement. eFront-Lösungen dienen großen Unternehmen in den Bereichen Private-Equity, Immobilien-Investment-Banking und Versicherungssektoren. eFront bietet Frontinvest, Vorder GP, Investor Portale, Pevara, FrontPM und FrontERM. Erfahre mehr über eFront

eRFP

eRFP

von InHub

(3 Bewertungen)

RFP Tool for Investment Fiduciaries: InHub's RFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered. Erfahre mehr über eRFP

Foundersuite

Foundersuite

von Foundersuite

(81 Bewertungen)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Erfahre mehr über Foundersuite

FundCount

FundCount

von FundCount

(1 Bewertung)

FundCount ist eine Partnerschaft-Buchhaltung und analytische Software-Lösung für Hedge-Fonds, Private Equity und Fondsverwalter. Ein integrierter Multi-Currency-Hauptbuch und automatisierte Workflow-Tools verbessern die betriebliche Effizienz und die Genauigkeit von NAV und anderen Berechnungen. Out-of-the-box und maßgeschneiderte Reporting-Optionen erfüllen alle Kunden-Reporting-Anforderungen. Am besten bewertete Fund Accounting und Reporting System-Firme von Hedgeweek. FundCount bietet Geschwindigkeit, Genauigkeit und analytischen Einblick in Deine Firma. Erfahre mehr über FundCount

VestServe

VestServe

von VestServe

(0 Bewertungen)

Vestserve bietet eine integrierte Multi-Currency Investment-Management-Lösung „IMS“, die jede Anlageklasse unterstützt. Portfolio-Management-Funktionen: Regel-basierte Modellierung / Compliance, Performance-Messung (ex GIPS, IRR.), Risikoanalyse, Breakout-Zuweisungen und Returns auf allen Ebenen, Szenario-Tool und Zinskurvenanalyse. Fortgeschrittenere Abrechnungsfunktionen umfassen Was-wäre-wenn und Cash-Flow-Analyse, Berechnung komplexer Gebühren, unitization und Datenaggregation. Erfahre mehr über VestServe

Carta for Investors

Carta for Investors

von Carta

(2 Bewertungen)

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets. Erfahre mehr über Carta for Investors

Broadridge Investment Accounting

Broadridge Investment Accounting

von Broadridge Financial Solutions

(0 Bewertungen)

Hol dir ein unabhängiges, prüffähiges und zugängliches Berichtsheft von einem zuverlässigen Partner. Vollständige, genaue und zeitnahe Informationen und Visualisierungen zur Unterstützung von Handel, Compliance, Treuhandaufsicht und anderen wichtigen Anlageverwaltungsfunktionen werden bereitgestellt. Die preisgekrönte Lösung umfasst eine globale Anlageklasse mit mehreren Währungen, Echtzeit-Plattform mit professionellen Buchhaltungsdiensten, um dein Investmentberichtsheft zu erstellen. Erfahre mehr über Broadridge Investment Accounting

NüWorkflow

NüWorkflow

von Opulos Financial Software

(3 Bewertungen)

Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Erfahre mehr über NüWorkflow

V3

V3

von Vitech Systems Group

(0 Bewertungen)

Enterprise-class software for hedge fund, private equity and alternative asset administration.

EFAdrin

EFAdrin

von EFAdrin

(0 Bewertungen)

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis

Tercero

Tercero

von Third Financial Software

(0 Bewertungen)

Troika

Troika

von thewealthworks

(0 Bewertungen)

Troika ist die essenzielle Vermögensmanagement-Software für Privatbüros, Fachpersonal mit Privatkunden und Offshore-Stiftungen.

PSIT

PSIT

von Infinite Wealth Management Services

(0 Bewertungen)

Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers.

Croesus

Croesus

von Croesus

(1 Bewertung)

Croesus ist eine Portfoliomanagement- und CRM-Software mit folgenden Funktionen: Dokumentenverwaltung, Dashboard, Reporting, Abrechnung, usw.

PowerBroker

PowerBroker

von Envision Financial Systems

(0 Bewertungen)

Global multi-currency mutual fund order processing system for distributors and broker dealers.

emX

emX

von eMoney Advisor

(5 Bewertungen)

eMoney Advisor ist das einzige Vermögens-Planungssystem für Finanzberater, das überragende Transparenz, Zugänglichkeit und Sicherheit bietet.

VESTIO

VESTIO

von Integrated Digital Systems

(1 Bewertung)

Das Komplettsystem umfasst Eigenkapital, Anleihen, Derivate, Rohstoffe, Immobilien und privates Beteiligungskapital.

Cogency

Cogency

von Cogency Software

(0 Bewertungen)

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

VAIT

VAIT

von Verdant Analysis

(0 Bewertungen)

inStream

inStream

von inStream Solutions

(39 Bewertungen)

Cloudbasierte Vermögensverwaltungs- und Finanzplanungslösung für Finanzberater.

iLEVEL

iLEVEL

von Ipreo

(2 Bewertungen)

Ipreos iLEVEL-Plattform ist die branchenführende cloudbasierte Portfolio-Monitoring-Lösung für private Kapitalanleger.

TradeLog

TradeLog

von Cogenta Computing

(0 Bewertungen)

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.

Axys

Axys

von Advent Software

(2 Bewertungen)

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.

Blueleaf

Blueleaf

von Blueleaf

(0 Bewertungen)

Have all your client, prospect, and portfolio data where and when you need it.

XENTIS

XENTIS

von Profidata Group

(0 Bewertungen)

Portfolio Plus

Portfolio Plus

von Strategic Information Technology

(0 Bewertungen)

Die Plug-in-Banking-Software-Architektur ermöglicht ein kleines Ausgangssystem und das anschließende Hinzufügen weiterer Bankdienstleistungen, wenn das Unternehmen weiter wächst.

NaviPlan

NaviPlan

von Advicent

(1 Bewertung)

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

Wealth EOffice

Wealth EOffice

von REDVision Technologies

(1 Bewertung)

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Wealth Office

Wealth Office

von Fusion Advisor

(0 Bewertungen)

Wealth platform for family offices that offers custom client portals from any data source.

iBalance

iBalance

von softTarget

(4 Bewertungen)

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

StyleADVISOR

StyleADVISOR

von Informa Investment Solutions

(0 Bewertungen)

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

WealthNET

WealthNET

von eFINSERVE

(0 Bewertungen)

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

SyMath

SyMath

von Symetrics

(0 Bewertungen)

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

FA Solutions

FA Solutions

von FA Solutions

(1 Bewertung)

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

GoldenGem

GoldenGem

von GoldenGem

(0 Bewertungen)

Neural network stock market analysis.

ValueOne

ValueOne

von PriceMetrix

(0 Bewertungen)

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

ATWeb

ATWeb

von Archway

(0 Bewertungen)

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

PortfolioNet

PortfolioNet

von Galeo

(0 Bewertungen)

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

GlobalAsset

GlobalAsset

von Taliance

(0 Bewertungen)

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

Solovis

Solovis

von Solovis

(0 Bewertungen)

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Everest

Everest

von Black Mountain Systems

(0 Bewertungen)

Black Mountain bietet eine Reihe von hochgradig konfigurierbaren Finanzsoftwarelösungen für Investment-Manager, direkte Kreditgeber, Banken usw.

PerTrac

PerTrac

von Strategic Financial Solutions

(1 Bewertung)

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

Bipsync

Bipsync

von Bipsync

(0 Bewertungen)

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

StockMarketEye

StockMarketEye

von TransparenTech

(40 Bewertungen)

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

LoanPost

LoanPost

von The LoanPost

(0 Bewertungen)

Web-based software for asset management, non-performing notes, loss mitigation, REO Connecting your team & vendors with 360 degree view

Smartleaf

Smartleaf

von Smartleaf

(0 Bewertungen)

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.

WealthArc

WealthArc

von WealthArc

(0 Bewertungen)

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.

Ledgex

Ledgex

von Ledgex

(1 Bewertung)

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

c*neo

c*neo

von Cogendi

(0 Bewertungen)

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

WealthObjects

WealthObjects

von WealthObjects

(0 Bewertungen)

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

AlternativeSoft

AlternativeSoft

von AlternativeSoft

(1 Bewertung)

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

ActTrader

ActTrader

von Actforex

(0 Bewertungen)

Online trading platforms for financial institutions in the retail forex trading market-space.

StatPro Revolution

StatPro Revolution

von StatPro

(0 Bewertungen)

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

Wealth Management Platform

Wealth Management Platform

von Macroaxis

(5 Bewertungen)

Ready-to-use presentation of financial analytics that can be distributed instantly.

Chartsmart

Chartsmart

von Chartsmart Software

(3 Bewertungen)

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

Charles River IMS

Charles River IMS

von Charles River

(0 Bewertungen)

Award-winning software for all security types that enhances investment management operations from decision support through settlement.

FundWare

FundWare

von Funds-Axis

(0 Bewertungen)

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

Wealth Management Platform

Wealth Management Platform

von Dorsum

(0 Bewertungen)

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

Assetmax

Assetmax

von Fimax AMS

(0 Bewertungen)

Complete and flexible software platform for Independent Asset Managers and Family Offices.

HYIP Manager Script

HYIP Manager Script

von PAM HYIP

(0 Bewertungen)

Set up an investment management website that will work on any devise.

GlobalBackOffice

GlobalBackOffice

von GlobalBackOffice

(0 Bewertungen)

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

ATOM Align

ATOM Align

von Blaze Portfolio Systems

(0 Bewertungen)

Web-based trade order management and model rebalancing platform for investment professionals.

MIC Manager

MIC Manager

von Dolphin Enterprises

(0 Bewertungen)

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Vermilion Reporting Suite

Vermilion Reporting Suite

von Vermilion Software

(0 Bewertungen)

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

Bankers Realm

Bankers Realm

von Craft Silicon

(0 Bewertungen)

A one-stop-shop for investment Management Firms

Agilis Investment Management

Agilis Investment Management

von Agile Financial Technologies

(0 Bewertungen)

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Caltina

Caltina

von Caltina

(0 Bewertungen)

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.

CU SHARE

CU SHARE

von Integrated Software

(0 Bewertungen)

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

EBIMS

EBIMS

von eBusiness Systems

(0 Bewertungen)

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

Preqin Solutions

Preqin Solutions

von Preqin Solutions

(0 Bewertungen)

Portfolio Management Made Easy - Private Capital Software

ReconAdvantage

ReconAdvantage

von PortfolioShop

(4 Bewertungen)

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

fi360 Toolkit

fi360 Toolkit

von fi360

(1 Bewertung)

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

FX Agency Advisor

FX Agency Advisor

von FXATrade

(0 Bewertungen)

Forex trading software with auto alert window integration that works on all time frames.

Formula Stocks

Formula Stocks

von Formula Stocks

(0 Bewertungen)

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.

AIM

AIM

von Altvia Solutions

(2 Bewertungen)

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

NAVInvest

NAVInvest

von Elysys

(0 Bewertungen)

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

HYIP Investment Script

HYIP Investment Script

von ARM HYIP

(0 Bewertungen)

Fully secure and most advanced script in the high-yield investment market.

Argo Trading Platform

Argo Trading Platform

von Argo Software Engineering

(1 Bewertung)

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

LongView Trading

LongView Trading

von Linedata

(0 Bewertungen)

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Atomic Intelligence

Atomic Intelligence

von Atomic Intelligence

(0 Bewertungen)

Content Search and Organization Service for Investment Professionals.

Portfolio Lab

Portfolio Lab

von Kwanti

(0 Bewertungen)

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

PM1e

PM1e

von Expersoft Systems

(0 Bewertungen)

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

Balance

Balance

von Balance Financial

(0 Bewertungen)

Client engagement software that includes client cash flow reporting and account aggregation functionality.

FINFOX Pro

FINFOX Pro

von ECOFIN

(0 Bewertungen)

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

TeamWox GroupWare

TeamWox GroupWare

von MetaQuotes Software

(1 Bewertung)

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

Wizetrade Commodities

Wizetrade Commodities

von The Wizetrade Group

(1 Bewertung)

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Parilux Fund Manager

Parilux Fund Manager

von Parilux Investment Technology

(1 Bewertung)

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Prospero

Prospero

von FINARTIS

(0 Bewertungen)

Prospero umfasst Wealth Management, Asset Management, Fondsadministration und Familienbetriebe / Unabhängiges Asset Management.

Advisor Desk

Advisor Desk

von Salentica

(0 Bewertungen)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

PAM

PAM

von Princeton Financial Systems

(0 Bewertungen)

Portfolio Accounting and Management.

Horizon Portfolio Management

Horizon Portfolio Management

von HorizonSoftware

(0 Bewertungen)

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

ImpactEdge

ImpactEdge

von Neville & Rowe

(0 Bewertungen)

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry.

Nirvana Enterprise

Nirvana Enterprise

von Nirvana Solutions

(0 Bewertungen)

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Portfolio Workstation

Portfolio Workstation

von Alpha Level

(0 Bewertungen)

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.

Pakkala Helsinki

Pakkala Helsinki

von Pakkala Helsinki

(0 Bewertungen)

Feature-rich and flexible open source portfolio management and securities processing software modules.

RedQuarry RMS

RedQuarry RMS

von RedQuarry

(2 Bewertungen)

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

Investors WorkStation

Investors WorkStation

von mhj3.com

(1 Bewertung)

Create, manage, modify, monitor, and measure investment portfolios.

PortfolioPathway

PortfolioPathway

von Portfolio Pathway

(1 Bewertung)

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

FINTRX Platform

FINTRX Platform

von Capital Hedge

(1 Bewertung)

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

M2Advisor

M2Advisor

von M2Wealth

(1 Bewertung)

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

ForecastThis

ForecastThis

von ForecastThis

(1 Bewertung)

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

CAMS

CAMS

von Agiletics

(0 Bewertungen)

Customer Cash Management Systems. CAMS processes a multitude of investment products.

FoxTrot

FoxTrot

von FoxTrot Software

(0 Bewertungen)

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.

Portfolio Director

Portfolio Director

von Portfolio Systems

(0 Bewertungen)

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

AdvisorVision

AdvisorVision

von AdviceAmerica

(0 Bewertungen)

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

eReportal

eReportal

von Varden Technologies

(0 Bewertungen)

Web-based enterprise reporting and business intelligence solution for the financial services sector.

Promoter

Promoter

von Project Planning and Management

(0 Bewertungen)

Zur Bewertung und Auswertung von Industrieprojekten, einschließlich Öl, Gas, Petrochemie, Energie, Zellstoff, Papier, Transport und Infrastruktur.

MIMICS Portfolio Management

MIMICS Portfolio Management

von MIMICS

(0 Bewertungen)

Powerful and flexible software solutions for managing your business' Portfolio functions.

StreetMetrics

StreetMetrics

von StreetOne

(0 Bewertungen)

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

POSIT

POSIT

von Investment Technology Group

(0 Bewertungen)

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Protozoa

Protozoa

von Real Time Risk Systems

(0 Bewertungen)

Outsourced trading analytics and development on the Protozoa platform.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

von QuantHouse

(0 Bewertungen)

Algo trading tools and Low Latency Data feeds.

FIN

FIN

von Financial Information Network

(0 Bewertungen)

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

FinlogiK

FinlogiK

von FinlogiK

(0 Bewertungen)

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Microgen G3

Microgen G3

von Microgen

(0 Bewertungen)

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.

AdvisorCube

AdvisorCube

von FinanceCube

(0 Bewertungen)

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.

Bancstreet Asset Management

Bancstreet Asset Management

von Bancstreet Capital Partners

(0 Bewertungen)

Portal-based asset management solution for Investment Management Firms.

Visual FPM

Visual FPM

von Computer Design

(0 Bewertungen)

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Portfolio Genius

Portfolio Genius

von TPG Software

(0 Bewertungen)

Front-to-back, Integrated Investment Accounting & Risk Management.

Floodlight Investing

Floodlight Investing

von Floodlight Investing

(0 Bewertungen)

Investment portfolio construction and analysis service for financial advisers.

Sentry PM

Sentry PM

von ClearStructure Financial Technology

(0 Bewertungen)

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Investment Reporting & Analytics

Investment Reporting & Analytics

von Clearwater Analytics

(0 Bewertungen)

Automated, integrated, web-based investment accounting and reporting.

The Imagine Trading System

The Imagine Trading System

von Imagine Software

(0 Bewertungen)

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

Kraytis Risk manager

Kraytis Risk manager

von Kraytis

(0 Bewertungen)

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

TechRules Tower

TechRules Tower

von TechRules

(0 Bewertungen)

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

XWare Trader

XWare Trader

von Forexware

(0 Bewertungen)

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.

Rapper Software

Rapper Software

von Themasoft

(0 Bewertungen)

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

FIGARO

FIGARO

von JHC

(0 Bewertungen)

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.

Misys FusionInvest

Misys FusionInvest

von Finastra

(0 Bewertungen)

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Archer

Archer

von Archer

(0 Bewertungen)

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.

Fortress

Fortress

von BRT

(0 Bewertungen)

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

RiskValue

RiskValue

von SYSTEMIC

(0 Bewertungen)

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

FundManager.io

FundManager.io

von BaseVenture

(0 Bewertungen)

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Global WealthES

Global WealthES

von Fi-Tek

(0 Bewertungen)

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

KoreConX Manage IR

KoreConX Manage IR

von KoreConX

(0 Bewertungen)

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.

DiligenceVault

DiligenceVault

von DiligenceVault

(0 Bewertungen)

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.

finbox.io

finbox.io

von finbox.io

(0 Bewertungen)

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

FinFolio

FinFolio

von FinFolio

(6 Bewertungen)

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

Dealpath

Dealpath

von Dealpath

(5 Bewertungen)

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

Captools/net

Captools/net

von Captools

(2 Bewertungen)

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

Asset Manager

Asset Manager

von SimCorp

(1 Bewertung)

FXCM

FXCM

von FXCM

(1 Bewertung)

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

Complex Interests

Complex Interests

von Complex Interests

(1 Bewertung)

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

Axia

Axia

von PROFILE

(0 Bewertungen)

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

IBS-Pams

IBS-Pams

von Innovative Banking Software

(0 Bewertungen)

Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

RADAR

RADAR

von Assetbook

(0 Bewertungen)

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

The Caissa Platform

The Caissa Platform

von Caissa

(0 Bewertungen)

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

focus:360 adviser

focus:360 adviser

von Focus Solutions

(0 Bewertungen)

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

von Miles Software Solutions

(0 Bewertungen)

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

SDK.finance

SDK.finance

von SDK.finance

(0 Bewertungen)

Back-end software for the quickest technological start of any FinTech products.

Angelloop

Angelloop

von Angelloop

(0 Bewertungen)

Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.

Investment Account Manager

Investment Account Manager

von QUANT IX SOFTWARE

(0 Bewertungen)

Desktop based investment software for portfolio management.

Zapflow

Zapflow

von Zapflow

(0 Bewertungen)

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

PackHedge

PackHedge

von FinLab Solutions

(0 Bewertungen)

An investment industry solution with features for qualitative and quantitative research, risk analysis, stress testing, and more.

InvestWell

InvestWell

von Excel Net Solutions

(0 Bewertungen)

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

TrueFundManager

TrueFundManager

von Apollo Enterprise Solutions

(0 Bewertungen)

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.

ETNA Trader

ETNA Trader

von ETNA Software

(0 Bewertungen)

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Enfusion

Enfusion

von Enfusion

(0 Bewertungen)

Premiere Investment Management-Plattform, die sich nahtlos Multi-Asset-Class-Lösungen für Front-, Middle- und Backoffice integriert.

dxTrade

dxTrade

von Devexperts

(0 Bewertungen)

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

Investfly

Investfly

von Investfly

(0 Bewertungen)

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

Tindeco VISION

Tindeco VISION

von Tindeco Financial Services

(0 Bewertungen)

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

Visible Alpha Insights

Visible Alpha Insights

von Visible Alpha

(0 Bewertungen)

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

InvestorFlow

InvestorFlow

von InvestorFlow

(0 Bewertungen)

Customer relationship management software designed for the financial industry for professionals.

SharePad

SharePad

von Ionic Information

(0 Bewertungen)

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

HYIP Script

HYIP Script

von EC HYIP

(0 Bewertungen)

Es bietet ein fehlerfreies und hochgesichertes PHP HYIP-Skript mit mehreren Zahlungs-Gateways und erweiterten Verweiseinstellungen.

Seraf

Seraf

von Seraf

(0 Bewertungen)

Portfolio-Management-Software, die Fonds und Frühphaseninvestoren hilft, die Performance zu verfolgen, zu analysieren, zu bewerten und zu berichten.

CrowdStreet

CrowdStreet

von CrowdStreet

(0 Bewertungen)

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Red Deer

Red Deer

von Red Deer

(0 Bewertungen)

iDEAL Wealth & Funds

iDEAL Wealth & Funds

von Credence Analytics

(0 Bewertungen)

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

Ledgy

Ledgy

von Ledgy

(0 Bewertungen)

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

B2B white-label robo advisory

B2B white-label robo advisory

von WeAdvise

(0 Bewertungen)

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

Global Wealth Platform (GWP)

Global Wealth Platform (GWP)

von SS&C Technologies

(0 Bewertungen)

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

PureFacts Wealth Management

PureFacts Wealth Management

von PureFacts Financial Solutions

(0 Bewertungen)

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.

Broker-Lender CRM

Broker-Lender CRM

von BrightOffice Cloud CRM

(0 Bewertungen)

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

ZUPUT

ZUPUT

von ZUPUT

(0 Bewertungen)

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

FactSet

FactSet

von FactSet Research Systems

(0 Bewertungen)

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

InvestWorks

InvestWorks

von Investment Metrics

(0 Bewertungen)

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Optimizer

Optimizer

von Synertree CMS

(0 Bewertungen)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

DataRails

DataRails

von DataRails

(0 Bewertungen)

Machine-learning, algorithmic technology for portfolio management of financial assets.