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Sonata Capital Group Sonata Capital Group
Sonata Capital Group- Investment advice for individuals, families and foundations. ...
Sontag Advisory LLC Sontag Advisory LLC
Sontag Advisory LLC- Provides solutions to individuals, non-profit organizations and retirement plans. New York, NY, USA. ...
Southbrook Capital Management LLC Southbrook Capital Management LLC
Southbrook Capital Management LLC- A registered investment advisor specializing in mortgage and asset backed securities. ...
Spyglass Investment Management Corporation Spyglass Investment Management Corporation
Spyglass Investment Management Corporation- Registered investment advisory providing fee-based asset management to individuals and corporations. ...
Stamford Asset Management Limited Stamford Asset Management Limited
Stamford Asset Management Limited- Multi-manager investment solutions for institutions and high net worth individuals. ...
Stellar Capital Management, LLC Stellar Capital Management, LLC
Stellar Capital Management, LLC- An independent money management firm providing custom tailored professional portfolio management of stocks and bonds. ...
Stolper and Company Stolper and Company
Stolper and Company- Investment advisory firm for high net worth clients. ...
Suncoast Equity Management, Inc. Suncoast Equity Management, Inc.
Suncoast Equity Management, Inc.- Provides investment advisory services to individuals, families and foundations, as well as to corporate pension, profit-sharing plans and individual retirement accounts. ...
Sycamore Financial Group Sycamore Financial Group
Sycamore Financial Group- Regional firm that specializes in investment management. ...
Alternative Software Development Alternative Software Development
Alternative Software Development- Provides software for Hedge Fund portfolio creation through downside risk management. ...
eWebPortfolio eWebPortfolio
eWebPortfolio- Fully functional portfolio management and accounting system that runs on the Web. ...
ESQuotes ESQuotes
ESQuotes- Excel workbook for stocks and mutual funds. Download quotes directly from Internet. ...
Beiley Software Fund Manager Beiley Software Fund Manager
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. ...
Quotes Station Quotes Station
Quotes Station- Adware stock quotes and portfolio manager software. ...
Captool Investment Software Captool Investment Software
Captool Investment Software- Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets. ...
DRIP Wizard DRIP Wizard
DRIP Wizard- Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others. ...
Traders Edge Traders Edge
Traders Edge- Canadian Investment Software. This program manages stock market investment. ...
Stock Manager Stock Manager
Stock Manager- Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync. ...
Efficient Solutions Inc. Efficient Solutions Inc.
Efficient Solutions Inc.- Portfolio optimization software for investment professionals and sophisticated personal investors. ...
Portfolio Selection Systems Portfolio Selection Systems
Portfolio Selection Systems- Portfolio theory, and optimization software. ...
Croesus Portfolio Management System Croesus Portfolio Management System
Croesus Portfolio Management System- An advanced portfolio management software solution for the securities industry. ...
Ravenfields Software Inc. Ravenfields Software Inc.
Ravenfields Software Inc.- Back office system solutions provider for Fund Companies. ...
Amateur Invest Amateur Invest
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 ...
PSplus Portfolio Software and Consulting PSplus Portfolio Software and Consulting
PSplus Portfolio Software and Consulting- Developers of professional portfolio management software. ...
FinancialCad FinancialCad
FinancialCad- Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with. ...
TradePerformance TradePerformance
TradePerformance- Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting. ...
Gravity Investments Gravity Investments
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 ...
Leading Market Technologies Leading Market Technologies
Leading Market Technologies- Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system. ...
Advisors Assistant Advisors Assistant
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 ...
Milvus Software Limited Milvus Software Limited
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 effici ...
Incom Incom
Incom- Incom provides wealth management software and systems for personal and business investors. ...
Custom Design Software Custom Design Software
Custom Design Software- Real estate property analysis software for real estate investors. ...
Tweedy, Browne Company LLC Tweedy, Browne Company LLC
Tweedy, Browne Company LLC- Private investment company with 80 years experience. ...
RiskData Portfolio Solutions RiskData Portfolio Solutions
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 correlati ...
Portfolio MCS Portfolio MCS
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. ...
Asset Allocation Analyst Asset Allocation Analyst
Asset Allocation Analyst- The Asset Allocation Analyst is an integrated portfolio management application for financial advisors. ...
Advisor Software Inc. Advisor Software Inc.
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. ...
Cainsoft, Inc. Cainsoft, Inc.
Cainsoft, Inc.- Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions. ...
Integrated Decision Systems Integrated Decision Systems
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 prim ...
DynaPorte DynaPorte
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. ...
PortfolioScience PortfolioScience
PortfolioScience- On-demand portfolio risk analysis service and value at risk (VaR) software for financial institutions, hedge funds, and investors. ...
EM Applications EM Applications
EM Applications- EM Applications provides an advanced factor model and tools for portfolio risk management. ...
Profitspi Profitspi
Profitspi- Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month. ...
NorthStar Wealth Management Software NorthStar Wealth Management Software
NorthStar Wealth Management Software- NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review. ...
FinLab SA FinLab SA
FinLab SA- Provides global fund data management system and hedge fund software. ...
Fund Manager Fund Manager
Fund Manager- Stocks and shares portfolio management. Demo, tutorial, reviews and FAQ. ...
Morningstar CPMS Morningstar CPMS
Morningstar CPMS- Computerized Portfolio Management System. Generate long and short strategies witha proprietary ranking and screening system. Create strategies for specific industries. ...
Stock Analyzer Stock Analyzer
Stock Analyzer- An investment record keeping system with performance measurement. ...
Twinlights Financial Group Twinlights Financial Group
Twinlights Financial Group- Portfolio management, rollover and retirement planning. ...
Tsai Capital Corporation Tsai Capital Corporation
Tsai Capital Corporation- Offering equity portfolio management. ...

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