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Track the performance of your stocks, mutual funds, and other investments with Fund Manager, portfolio management software. "A GREAT program - produces better financial picture than my Merrill Lynch broker can develop." -- D. Cox "I just wanted to take a moment to thank you for the absolutely excellent software that comprises the Fund Manager. Using this program has made tracking my portfolio...
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Tired of paying escalating hosting fees? Is installation, maintenance and upgrading of your own ePortfolio system too much for your current IT resources? Maybe you just need some help getting started. Host your students' ePortfolios with us, where they'll be free, for life. Get your own institution branding, administrator and teacher accounts, usage reports, assessment groups, and more. With no...
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Powerful Portfolio Management and Recordkeeping for Stocks, Mutual Funds, ETFs and More. Investors need to manage their holdings on an ongoing basis in order to get early warning signs of potential fundamental problems with their holdings, as well as accurate recordkeeping to measure performance...
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Say goodbye to poorly organized and disconnected filing systems that limit usage of your organization’s valuable assets, squander creativity, and challenge collaboration. Extensis Portfolio lets you create a single source for all of your images, videos, and documents so you can easily organize,...
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Investment Account Manager provides award-winning, free technical support to answer any questions while using the 90 day trial version, as well as one year of free unlimited technical support with IAM software activation. Since 1985, Investment Account Manager offers the tools you need to provide...
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Advanced portfolio management solutions for shadow accounting, performance measurement and reconciliation data accuracy auditability custom reporting. For more than 25 years, our FIXQ / ReconAdvantage portfolio management platform — which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting — has been relied upon...
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OptiFolio is the best strategic portfolio optimization solution with modern portfolio theory and Basel III measures for mutual funds, pension funds, private banks, insurance companies, investment advisors, business schools, individual investors. Forget about the limits imposed by spreadsheet optimizers or the complexity and operational risk related to mathematical packages. OptiFolio is a...
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Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all at PersonalCapital.com. Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Any reference to the advisory services refers to Personal Capital Advisors Corporation. Registration does not imply a...
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Join thousands of teachers, students, educators, nurses and professionals from around the world. Showcase your skills and achievements with your free professional ePortfolio. Developed by teachers, PortfolioGen makes it easy for users to create and add portfolio pages, upload documents, insert photos and links, embed videos and add relative content to build a comprehensive online portfolio...
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Affordable portfolio management software for shares, CFD's, FX, futures, options and more. Traders and investors from all around the world trust in Stator. Portfolio management software is more than just data entry. Don’t bother with portfolio management software that doesn’t help you get the most out of the markets you trade. Stator is designed to give you total visibility and control over...
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Portfolio optimization software at an affordable price. Products designed for both investment professionals and sophisticated personal investors. We currently offer two stand-alone mean-variance optimizers: VisualMvo (single period) and MvoPlus (multi-period with rebalancing). MvoPlus is a novel mean variance optimizer with the ability to optimize for true multi-period (geometric mean) return...
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Online project management software & portfolio management. iPlanWare accelerates PPM, project management & PMO initiatives in an easy to use solution. IPlanWare is an industry leading project management system that lets you prioritise, resource and manage your projects across teams, departments and divisions. With the iPlanWare project portfolio management solution you will select the right...
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Learn about the leading provider of cloud solutions for Project Portfolio Management software, IT Project Portfolio Management, and Resource Management. “Innotas gives us a comprehensive view of all the projects and all the activities; it’s a single view with drill-down capabilities so we can find the specifics necessary to understand what’s going on and why. Being able to go from a high level...
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SoftwareONE are global software licensing experts, and helps clients manage all aspects of their software portfolio. We are using cookies to give you the best experience on our site. Cookies are files stored in your browser and are used by most websites to help personalise your web experience. By continuing to use our website without changing the settings, you are agreeing to our use of...
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Portfolio rebalancing software and trading technology for investment professionals. Request a free demo today. “The ATOM Align system is exciting! With so much functionality, we are able to improve our efficiency with particular emphasis in modeling portfolios to align them to our strategic targets.” - Julio Barahona, Director of Investment Operations. Optimize the tax effects of your...
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Real Estate Investment Software - CPA designed real estate analysis software for commercial, residential rental property cash flow ROI financial analysis. The point of buying real estate investment software is to use the software to make good, sound investment decisions. So, knowing the qualifications of the team is essential in evaluating which software tool to purchase. Be careful of buying a...
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Freeportfolio.org provides Free E-portfolios, Web portfolios, Teacher Websites, and Free Business Websites. If you are comfortable using software applications such as Microsoft Word and PowerPoint or Web applications like Google Docs or FaceBook, you will feel at home using our Sitemaker. The interface is menu driven with drag and drop features. If you need help, simply click on the help button...
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JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy. Please support by donating · Content under Creative Commons licenses. Tour JStock's features, and see what some of our users have to say.
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Cloud based software and personalized service. AssetBook offers an all inclusive approach. Process and collect client receivables in a fraction of the time with complete accuracy and peace of mind. Our modules are designed to optimize your business workflow and save you time. Our Portfolio Management Software is developed and backed with industry leading knowledge and experience. Get the...
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Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, Portfolio Pathway can ease the burden of using multiple systems to get the information Advisors need to manage their business. Portfolio Pathway is the fifth portfolio...
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