Advisors Assistant
Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, …
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 / quo…
Asset Allocation Analyst
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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.
Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
Cornerstone Revolutions, Inc.
Portland, Oregon-based software development firm specializing in applications for financial professionals. Includes products, downloads, and services provided.
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.
DataCow Technologies
Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
EM Applications
EM Applications provides an advanced factor model and tools for portfolio risk management.
eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
Gravity Investments
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio th…
Investors Source
Financial planning and portfolio management, web calculators and contact management.
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