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.
Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
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.
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, currencies, funds, futures, and options.
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.
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.
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