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Other links at Investing > Money Managers > Software |
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SunGard Online Investment Systems
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Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
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BasketFunds
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Mutual and stock portfolio management services. Product and services information provided.
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prommise
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PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
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ESQuotes
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Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
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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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