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Other links at Investing > Money Managers > Software |
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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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Zunna, Inc.
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Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
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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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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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