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Other links at Investing > Money Managers > Software |
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Quotes-Station Freeware
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Software to track and manage investment online. Build your own personal multi screen browser.
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NorthStar Wealth Management Software
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NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
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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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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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