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Other links at Investing > Money Managers > Software |
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Efficient Solutions Inc.
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Portfolio optimization software for investment professionals and sophisticated personal investors.
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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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Advanced Portfolio Technologies
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APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, currencies, funds, futures, and options.
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Beiley Software Fund Manager
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Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
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InvestorDynamo
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Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
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