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Other links at Investing > Money Managers > Software |
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Efficient Portfolios
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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.
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TradeLog
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Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
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Gravity Investments
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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.
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Incom
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Incom provides wealth management software and systems for personal and business investors.
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