Logiciels de gestion de portefeuille d'actions

Les traders et les gestionnaires d'investissement utilisent un logiciel de gestion de portefeuille d'actions pour surveiller et optimiser les performances de leurs investissements et de ceux de leurs clients.

Pourquoi Capterra est gratuit

iBalance

iBalance

par softTarget

(4 avis)

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

ATWeb

ATWeb

par Archway

(0 avis)

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

StockMarketEye

StockMarketEye

par TransparenTech

(56 avis)

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Ledgex

Ledgex

par Ledgex

(1 avis)

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Dolibarr ERP CRM

Dolibarr ERP CRM

par Dolicloud

(23 avis)

Solution open source de gestion d'activité professionnelle. Clients, commandes, factures, inventaire...

Solution open source de gestion d'activité professionnelle. Clients, commandes, factures, inventaire...

Perfona

Perfona

par OpEff Technologies

(0 avis)

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

ReconAdvantage

ReconAdvantage

par PortfolioShop

(4 avis)

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

FinFolio

FinFolio

par FinFolio

(6 avis)

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

CubitBlack

CubitBlack

par Synertree CMS

(2 avis)

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

Asset Manager

Asset Manager

par SimCorp

(1 avis)

VectorVest

VectorVest

par VectorVest

(0 avis)

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

Investment Account Manager

Investment Account Manager

par QUANT IX SOFTWARE

(0 avis)

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

Fund Manager

Fund Manager

par Beiley Software

(0 avis)

Stock Portfolio Organizer

Stock Portfolio Organizer

par Stock Portfolio Organizer

(0 avis)

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.

StockwarePro

StockwarePro

par StockwarePro

(0 avis)

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

EquityStat

EquityStat

par EquityStat

(0 avis)

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.

Portfolio Trader

Portfolio Trader

par Purescope

(0 avis)

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

MyStockPortfolio

MyStockPortfolio

par ICLUB Central

(0 avis)

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

Write-Up

Write-Up

par TJPS Software

(0 avis)

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

Comarch Wealth Management

Comarch Wealth Management

par Comarch

(0 avis)

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

Tamarac

Tamarac

par Tamarac

(0 avis)

NetWorth Advising Platform

NetWorth Advising Platform

par NetWorth Services

(0 avis)

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

StockMaster

StockMaster

par Supertech

(0 avis)

MProfit Advisor

MProfit Advisor

par MProfit Software

(0 avis)

Portfolio management and accounting software with AUM reporting for independent financial advisers.

Portfolio management and accounting software with AUM reporting for independent financial advisers.

tick Trading Software

tick Trading Software

par tick Trading Software

(0 avis)

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

Derivatas Platform

Derivatas Platform

par Derivatas

(0 avis)

Self valuations and portfolio analysis for venture capital and PE funds.

Self valuations and portfolio analysis for venture capital and PE funds.

HiddenLevers

HiddenLevers

par HiddenLevers

(0 avis)

Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.

Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.