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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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2. |
InvestAhead
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Wealth management software for IFAs and other finance professionals.
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Cainsoft, Inc.
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Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
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4. |
Gravity Investments
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Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
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5. |
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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