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door PortaxSoftware

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Software voor portefeuille-optimalisatie na belastingen voor meerdere perioden en financiële planning. Omvat prognoses voor bedrijfsmiddelklassen, Monte Carlo-simulatie, internationale valuta en belastingen. Meer informatie over PORTAX After-Tax Portfolio Analysis Software voor portefeuille-optimalisatie na belastingen voor meerdere perioden en financiële planning. Omvat internationale valuta en belastingen. Meer informatie over 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.
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Eenvoudig te gebruiken software voor portfoliobeheer voor vermogensbeheerders en individuele beleggers. Werkt op Windows, Mac, iOS en Android. Portfolio's, volglijsten, grafieken, meldingen en meer. StockMarketEye maakt het gemakkelijk om meerdere beleggingsportfolio's bij te houden en de markten te monitoren om je beleggingen effectief te beheren. Gegevens worden lokaal op je computer opgeslagen, maar kunnen tussen gebruikers worden gedeeld met de geïntegreerde online synchronisatieservice. StockMarketEye is beschikbaar voor Windows, Mac, Linux, Android en iOS. Eenvoudig te gebruiken software voor portfoliobeheer voor bedrijven en individuele beleggers. Volg je investeringen op Win/Mac/iOS/Android.
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.
HedgeGuard is een fintech-bedrijf dat nauw samenwerkt met de beleggingsgemeenschap (hedge funds, vermogensbeheerders en family offices) om hen te helpen een optimaal portefeuillebeheer en operationele efficiëntie te bereiken. Het productaanbod bestaat uit een cloudgebaseerd portfoliobeheersysteem en diensten voor de uitbestede middle office. Deze oplossingen zijn ontworpen door professionals uit de beleggingswereld die bekend zijn met de uitdagingen waarmee portfoliomanagers te maken hebben in de huidige steeds sterker concurrerende omgeving. De PMS bestaat uit volledige front-to-back-software die portfoliomanagers en beleggingsteams alle tools biedt die ze nodig hebben om hun fondsen te beheren.
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
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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.
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.

door Coderun Technologies

(4 beoordelingen)
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Excel Price Feed is software which brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance and IG Index 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.

door Stock Portfolio Organizer

(3 beoordelingen)
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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

door IHS Markit

(2 beoordelingen)
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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.

door Synertree CMS

(2 beoordelingen)
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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

door MAUS Business Systems

(2 beoordelingen)
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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.
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.

door VectorVest

(1 review)
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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.

door Ledgex

(1 review)
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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.

door EquityStat

(1 review)
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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.

door Tamarac

(1 review)
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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.

door Archway

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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.

door Assetbook

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

door AccounTrex

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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.

door OpEff Technologies

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

door QUANT IX SOFTWARE

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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.

door Enfusion

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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.

door Beiley Software

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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.

door StockwarePro

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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.

door Purescope

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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.

door ICLUB Central

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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.

door TJPS Software

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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.

door Comarch

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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.

door NetWorth Services

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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.

door Supertech

(0 beoordelingen)
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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.

door MProfit Software

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Portfolio management and accounting software with AUM reporting for independent financial advisers. Portfolio management and accounting software with AUM reporting for independent financial advisers.

door tick Trading Software

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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.

door Derivatas

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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.

door HiddenLevers

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Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.

door Dion Global Solutions

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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.

door Excella Trader

(0 beoordelingen)
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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.

door Lunetek software

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Analytic software for stock portfolio managers. Analytic software for stock portfolio managers.

door ETNA Software

(0 beoordelingen)
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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.

door Toggle

(0 beoordelingen)
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TOGGLE is an AI-powered analytics software that helps discretionary investors extract better and timelier information from their data, for a fraction of the cost of a data science team. TOGGLE helps investors manage daily information flow, scout for hidden opportunities, analyze asset drivers and past patterns, and make traditional and alternative data readily available for analysis TOGGLE helps investors manage daily information flow, scout for hidden opportunities, and analyze asset drivers and past patterns