Software
- 2
- Financial Portfolio Management (FPM) System
- (Computer Design Ltd) An integrated front and back office system for institutional investment management and private banking.
- 3
- Funds Total
- (FundsTOTAL) a real-time straight-through processing solution that gives traders, portfolio managers and operations managers assistance in managing their funds
- 5
- Portfolio Company Reporting System (PCRS)
- (iLevel Solutions) portfolio monitoring software solutions to private equity firms.
- 7
- Shadow Financial Services
- A global securities transaction system designed to handle the complex transactions of institutional investors and well as the volume of retail brokerage firms.
- 8
- Total Rebalance Expert
- Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).
- 9
- TradingScreen Inc.
- Independent provider of liquidity, trading and investment technology via SaaS to the International financial community.
- 10
- TranStar
- (TS Partners, Inc.) A system for managing both bond processing and stock transfer account activity. system
- 13
- WebSecurities Enterprise
- (LongView International Inc) An integration infrastructure that enables low-cost thin client applications and straight-through processing to extend current systems.
- 14
- Webfolio
- (Digital Shape Technologies) An asset management software platform for the alternative investments industry. Webfolio customers include several well-known fund of funds managers in Europe and North America.
- 15
- witsIFA
- (witsIFA) IFA software, client database, back office software package for the IFA and other financial advisers to manage their business and manage their clients.
- 16
- Basic Fixed Income
- Educational calculators for Bonds, Repos, Swaps, Caps/Floors and Forward Rate Agreements.
- 17
- Bluewealth Software
- Software calculators for financial, planning, stock analysis and portfolio optimization.