- 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, options and more.
http://www.apt.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.climark.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.amateur-invest.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - DTLink Software
Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
http://www.dtlink.com/
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.dynaporte.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Efficient Portfolios
A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients’ portfolios.
http://www.effport.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.gainskeeper.com/
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.gravityinvestments.com/
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - 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.
http://www.idsnet.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Oxygensoft
Oxygen’s enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
http://www.oxygensoft.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
http://www.pmsa-inc.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Profitspi
Browser based portfolio tracker which dynamically adds time to your portfolio enabling you to track profit performance by day, week, month and more.
http://www.profitspi.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - prommise
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
http://www.prommise.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Savings Bond Maximizer Software
Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
http://www.maxbond.com
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Taking Stock
Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since 1922 and educates investors about bull and bear markets using 18 interactive calculators.
http://www.marketsavvy.net
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - TBOTS - Trading Robots
TBOTS is for simulating and tracking investment strategies. Investors can simulate buy and sell ideas on historic data then track them on a continuous basis. No programming or data feeds are required.
http://ww2.tbots.com/
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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Review It - Zunna, Inc.
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
http://www.zunna.com/
(Added: Thu Jan 01 2004 Hits: 0 Rating: 0.00 Votes: 0)
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