Money Managers
- 1
- 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.
- 2
- 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.
- 3
- Alternative Software Development
- Provides software for Hedge Fund portfolio creation through downside risk management.
- 4
- 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.
- 5
- 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.
- 6
- Bytelogics Inc
- New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
- 7
- Cainsoft, Inc.
- Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
- 8
- Captool Investment Software
- Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
- 9
- Cornerstone Revolutions, Inc.
- Offers a suite of software products and services developed for independent investment professionals. Based in Portland, Oregon.
- 10
- Croesus Portfolio Management System
- An advanced portfolio management software solution for the securities industry.
- 12
- DynaPorte
- Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
- 13
- EM Applications
- EM Applications provides an advanced factor model and tools for portfolio risk management.
- 15
- Efficient Solutions Inc.
- Portfolio optimization software for investment professionals and sophisticated personal investors.
- 17
- FinancialCad
- Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- 19
- 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.
- 20
- 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.
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