Logiciels de gestion de portefeuille d'actions

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

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

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

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

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

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

La solution de gestion des investissements pour les gestionnaires de fonds et d'actifs, comprend la négociation et la gestion des commandes, l'administration des fonds, etc.

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

Desktop based investment software for portfolio management.

Outil de gestion de portefeuille pour les investisseurs individuels, les conseillers et les traders professionnels. La fonctionnalité inclut le calcul des frais de courtage.

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

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

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

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

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

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

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

Solution modulaire pour les conseillers en investissement. Les composants de reporting, de trading et CRM peuvent être achetés ensemble ou séparément.

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

Un outil de gestion de portefeuille offrant des requêtes ad-hoc pour la modélisation des performances boursières et des fonctionnalités de reporting historique pour les investisseurs.

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

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