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Other links at Investing > Money Managers > Software |
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Techfi - Portfolio 2000
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A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
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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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Leading Market Technologies
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Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
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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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Stock Analyzer
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Stock Analyzer software is an investment record keeping system with performance measurement.
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