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Software :: Personal Finance

Advanced Information Management - Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
Meta Description: [ AIM Software offers reference data and risk management software (Basel II, market, credit, operational) for managing static data, corporate actions and calculating exposures. ]

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, and options.
Meta Description: [ APT provides investors with statistical market risk models, performance & risk analytics, and portfolio optimization construction tools. ]

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.

Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners.

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.

Alternative Software Development - Provides software for Hedge Fund portfolio creation through downside risk management.
Meta Description: [ AlternativeSoft provides a software for fund of funds construction with optimization and hedge funds selection. ]

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.
Meta Description: [ Amateur Invest site, software and advice. Money, Stocks, Shares, Portfolio Management, Personal Finances, prices/quotes via internet, + much more! ]

AnalytX, Inc. - Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
Meta Description: [ Private Equity Software, Venture Captal Software ]

Asset Allocation Analyst - The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
Meta Description: [ The Asset Allocation Analyst is an asset allocation software for financial advisors and planners. ]

BasketFunds - Mutual and stock portfolio management services. Product and services information provided.
Meta Description: [ Technology, telecommunications, and new financial instruments promise to empower you at a time you need it most. Imagine having more confidence in your financial future, to relax and dream! PUR can help you feel more secure by helping you to achieve your investment potential. ]

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.
Meta Description: [ Portfolio management software, Address Book software, Calendar software, To-Do List software, and Caller ID software ]

Bytelogics Inc - New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.

Cainsoft, Inc. - Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
Meta Description: [ Software developed by investment professionals, for investment professionals. Cainsoft is a software development and consulting firm serving the wealth management and investment management industries. ]

Captool Investment Software - Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
Meta Description: [ Portfolio Management Software designed to efficiently track investments and generate account specific reports. ]

ClaroLogic - Personal and enterprise level portfolio and fund management systems.
Meta Description: [ Clarologic provides technical and consultancy services for companies wishing to exploit IT and the internet. We offer bespoke software and systems/specification configuration & security ]

Computerized Portfolio Management System - Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
Meta Description: [ provided fundamental and expectational data through our proprietary software to the investment community ]

Compuware, India - A comprehensive package for portfolios management and accounting.

Cornerstone Revolutions, Inc. - Portland, Oregon-based software development firm specializing in applications for financial professionals. Includes products, downloads, and services provided.
Meta Description: [ Innovative portfolio management software for investment advisors and financial planners. A user-friendly application that provides cost-effective solutions for any size firm. ]

Croesus Portfolio Management System - An advanced portfolio management software solution for the securities industry.
Meta Description: [ Croesus Finansoft is a worldwide software leader in the field of securities and portfolio management. Our financial solution is available for Brokerage, Banking and Insurance firms ]

Custom Design Software - Real estate property analysis software for real estate investors.
Meta Description: [ Real estate investment software to assist real estate investors in making profitable investment decisions. ]

404 DataCow Technologies - Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.

DRIP Wizard - Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
Meta Description: [ Invest in DRIPs (Dividend Reinvestment Plans)--to invest in stocks without a broker. Use the DRIP Wizard to help you track your investments. ]

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.

Dynamic Software Design - Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
Meta Description: [ dynamic air cleaner ip menu graphic web site omega control ]

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.

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.

Efficient Solutions Inc. - Portfolio optimization software for investment professionals and sophisticated personal investors.
Meta Description: [ 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). ]

Electric Scorecard II - Accounting software to track commodity trades.
Meta Description: [ KEEP RECORDS OF YOUR TRADES on your computer with our commodity software ELECTRIC SCORECARD II. ]

EM Applications - EM Applications provides an advanced factor model and tools for portfolio risk management.

Equitrend - Offers money management system with daily updates and monthly newsletter.
Meta Description: [ The #1 stock market timing system over the last 2 years, up a market pounding 81.56%, as rated by TimerTrac.com, an independent investment auditor currently tracking over 130 market timing systems. ]

ESQuotes - Excel workbook for stocks and mutual funds. Download quotes directly from Internet.

eWebPortfolio - Fully functional portfolio management and accounting system that runs on the Web.

Excelquant - Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
Meta Description: [ ExcelQuant develops investment software for Microsoft Excel, e.g. Portfolio Designer, Funds Selector, XOPTION. Offers consulting services for custom developed financial solutions in Excel VBA and VB. ]

FinancialCad - Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
Meta Description: [ FINCAD develops software that supports the valuation and risk management of financial securities and derivatives that is essential for banks, corporate treasuries and asset management firms. ]

FinLab SA - Provides global fund data management system and hedge fund software.
Meta Description: [ packhedge, hedge fund software, analysis, software, hedge, fund, fund of funds, fund of fund, solution, reporting, productivity, investment, XML ]

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.
Meta Description: [ Gravity Investments offers financial professionals the G-Sphere software platform, a 3-D asset allocation model and powerful portfolio optimization tool based on CVDRAM. ]

Incom - Incom provides wealth management software and systems for personal and business investors.
Meta Description: [ New, easy to use risk management software 'Risk Register' by Incom helps reduce business risk in organisations keen to improve personnel safety and property security - track risks by project, department, location, or asset. ]

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.
Meta Description: [ Portfolio Management Software ]

InvestAhead - Wealth management software for IFAs and other finance professionals.
Meta Description: [ US Investment Web resources. Find all your Investment information on the Web. ]

Investment Data Technologies - Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
Meta Description: [ We develop financial planning software, risk planning software and managed investment data for the Australian and New Zealand financial services industries. ]

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.
Meta Description: [ Precise investing guidance for stock trading with reference portfolios/shares. The IC evaluates markets with technical analysis, portfolio management and risk assessment. Join our stock pick service: email alerts, trading signals ]

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.
Meta Description: [ Investors Source develops and markets software for financial planning, portfolio management and investment research ]

Leading Market Technologies - Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
Meta Description: [ For: Reuters, Bloomberg, FAME, TIBCO TIB, Datastream, LIM and ILX market data feeds and Excel. Used in trading, portfolio management, risk, options, FX, bonds, equities, derivatives, baskets, hedging ]

404 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.
Meta Description: [ NorthStar provides enterprise-class wealth management solutions that enable firms to extend their business models to a profitable advisory based approach. ]

NumaSoft STOPS - Software that helps active stocks and futures traders successfully money manage their trades for increased profits. Includes an integrated suite of tools: Trade Tracking, Position Sizing, Risk Control, Exit Analysis, System Analysis, Monte Carlo Analysis, Paper Trading and Tax Reporting.

Personal ASX Portfolio Manager - PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
Meta Description: [ An Aussie freelancer server for those wanting some online multiplayer fun with other aussies ]

500 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.
Meta Description: [ Fully integrated investment management software system allowing for trade order management, portfolio modelling, analysis and reporting, compliance management, fee calculation, and other mission-critical front, middle, and back office functions. ]

Portfolio Director Software - Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
Meta Description: [ Portfolio Director has been providing portfolio accounting, trade order management software, services and data to the world's leading financial professionals and advisors. ]

Portfolio Investment Records - Investment records keeping program for DOS.
Meta Description: [ FREE SAMPLE of program keeps records of a lifetime of investments. 999 records of stocks, bonds, commodities, dividends ]

Portfolio MCS - Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.

Portfolio Selection Systems - Portfolio theory, and optimization software.
Meta Description: [ Stock investing, portfolio theory, portfolio optimization & investment software. Software package enables the user to find optimal portfolios of investments using digital signal processing technology., Stock investing, portfolio theory, portfolio optimization & investment software. Software packa... ]

Portfolio Style Analysis - Portfolio style analysis, asset allocation, risk management software and consulting services.
Meta Description: [ StyleAnalysis.com is the on-line source for returns-based style analysis of mutual funds. ]

PortfolioScience - Provides portfolio risk analysis for individual investors.
Meta Description: [ PortfolioScience - Portfolio risk analysis service and software for financial institutions, hedge funds, and investors ]

Primafin Software AG - Portfolio management software and consulting.
Meta Description: [ primafin software ag, kyros portfolio management, consulting in finance, design, flash, programming, asp, php, coldfusion, Web and Client/Server user interface design ]

Profitspi - Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
Meta Description: [ Profitspi.com provides advanced stock chart, portfolio tracking and stock scanning tools for the U.S. stock market. ]

500 prommise - PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
Meta Description: [ PROMMISE is an independent structured finance advisor to investors of European residential mortgage assets. It's advisory services are supported by PRoMMiSe, the information system for mortgage portfolio management. PRoMMiSe is a unique product that meets all requirements for managing and analysi... ]

ProSight - Offers portfolio management software, including company information, press, support, partners and forum.
Meta Description: [ ProSight offers world-class Enterprise Investment Management solutions for government and business, to address every investment area in the organization. ]

PSplus Portfolio Software and Consulting - Developers of professional portfolio management software.

404 QCharter Portfolio Charting Program - Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
Meta Description: [ A shareware program that uses stock data downloaded from several internet quote services to update portfolios for charting, analysis, and other tracking purposes for the individual investor. ]

500 QED Information Systems, Inc. - Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
Meta Description: [ Portfolio management solution, Securities operations, Securities portfolio management, Portfolio and asset management, Investment fund accounting, Hedge Fund accounting software offered at QED. ]

QUANTIX Software Inc - Investment portfolio software for tracking of stocks, bonds, funds.
Meta Description: [ Portfolio Record Keeper - Investment record keeping software for tracking of stocks, bonds, funds. ]

Quotes Station - Adware stock quotes and portfolio manager software.
Meta Description: [ Quotes station freeware ]

Quotes-Station Freeware - Software to track and manage investment online. Build your own personal multi screen browser.
Meta Description: [ All about the World of Finance ]

Radix Research Ltd - Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
Meta Description: [ Fireworks Splice HTML ]

Ravenfields Software Inc. - Back office system solutions provider for Fund Companies.
Meta Description: [ Ravenfields Software is a premier web applications and software developer servicing the Mutual Funds sector and related financial institutions. ]

Real Decisions - Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
Meta Description: [ Real Decisions provide information management solutions to the real estate and legal sectors. We market best of breed solutions including Perfectus Document Automation, e-Work Business Process Management and Workflow, Interwoven WorkSite 8 Document Management and Indicius template free inv... ]

RiskData Portfolio Solutions - Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.

StatementOne.com - Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.

Steady Trading - Offers decision-making support software designed for portfolio management.

Stock Analyzer - Stock Analyzer software is an investment record keeping system with performance measurement.

Stock Manager - Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.

SunGard Online Investment Systems - Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.

Techfi - Portfolio 2000 - A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
Meta Description: [ For more than 20 years, Advent has been providing portfolio accounting, straight through processing and trade order management software, services and data to the world's leading financial professionals. ]

500 The Investor Source - Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.

TradeLog - Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
Meta Description: [ TradeLog schedule d software accurately calculates short term capital gains including wash sales. ]

TradePerformance - Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.

Traders Edge - Canadian Investment Software. This program manages stock market investment.

Zunna, Inc. - Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
Meta Description: [ Zunna markets and distributes superior investment software and research, with a focus on long-term financial planning. ]