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Other links at Investing > Money Managers > Software |
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Advisors Assistant
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Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
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BasketFunds
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Mutual and stock portfolio management services. Product and services information provided.
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DTLink Software
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Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
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DRIP Wizard
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Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
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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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