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 allocation and risk management.
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.
InvestAhead
Wealth management software for IFAs and other finance professionals.
Investment Data Technologies
Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
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.
The Investor Source
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
InvestorDynamo
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
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.
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.
NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
A Penny Saved
Offers automated online trading tools.
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.
PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
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