43 results
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After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. Learn more about PORTAX After-Tax Portfolio Analysis
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Open source solution for all around business management from customers and orders to invoicing and inventory.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Easy-to-use portfolio management software for asset managers and individual investors. Track your investments on Win/Mac/iOS/Android.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Stock Control Software for small businesses - also includes Accounting, billing, purchasing, reporting, EPOS, Barcode label printing
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
MAUS StockMarket Plus is an Easy-To-Use portfolio management software for any investor.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
ATWeb

ATWeb

by Archway

(0 reviews)
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
RADAR

RADAR

by Assetbook

(0 reviews)
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
AccounTrex

AccounTrex

by AccounTrex

(0 reviews)
Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.
Perfona

Perfona

by OpEff Technologies

(0 reviews)
Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Investment Account Manager

Investment Account Manager

by QUANT IX SOFTWARE

(0 reviews)
Desktop based investment software for portfolio management.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Enfusion

Enfusion

by Enfusion

(0 reviews)
Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Fund Manager

Fund Manager

by Beiley Software

(0 reviews)
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
StockwarePro

StockwarePro

by StockwarePro

(0 reviews)
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Portfolio Trader

Portfolio Trader

by Purescope

(0 reviews)
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
MyStockPortfolio

MyStockPortfolio

by ICLUB Central

(0 reviews)
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Write-Up

Write-Up

by TJPS Software

(0 reviews)
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
NetWorth Advising Platform

NetWorth Advising Platform

by NetWorth Services

(0 reviews)
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
StockMaster

StockMaster

by Supertech

(0 reviews)
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
MProfit Advisor

MProfit Advisor

by MProfit Software

(0 reviews)
Portfolio management and accounting software with AUM reporting for independent financial advisers.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
tick Trading Software

tick Trading Software

by tick Trading Software

(0 reviews)
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.
Derivatas Platform

Derivatas Platform

by Derivatas

(0 reviews)
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.
HiddenLevers

HiddenLevers

by HiddenLevers

(0 reviews)
Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Portfolio Tracker

Portfolio Tracker

by Dion Global Solutions

(0 reviews)
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.
Excella Trader

Excella Trader

by Excella Trader

(0 reviews)
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.
Stockalyze

Stockalyze

by Lunetek software

(0 reviews)
Analytic software for stock portfolio managers.
ETNA Digital Advisor

ETNA Digital Advisor

by ETNA Software

(0 reviews)
White label digital advisor out-of-the-box software for brokers, robo-advisors, fund managers and RIAs.
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Toggle

Toggle

by Toggle

(0 reviews)
TOGGLE helps investors manage daily information flow, scout for hidden opportunities, and analyze asset drivers and past patterns
  • Data Warehousing
  • Portfolio Accounting
  • Tax Management
  • Order Management
Co-Pilot

Co-Pilot

by FIX Flyer

(0 reviews)
Investment platform that centralizes portfolio and order management in a single multi-asset application
JBL Risk Manager

JBL Risk Manager

by Park Avenue Consulting

(0 reviews)
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.