Software de gestión de carteras
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- En la nube, SaaS, web (156)
- Instalado: Mac (17)
- Instalado: Windows (65)
- Móvil: nativo de Android (26)
- Móvil: nativo de iOS (31)
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- Benchmarking (98)
- Bonos/Acciones (85)
- Commodity Futures (69)
- Creación de informes de conformidad (95)
- Gestión de carteras (40)
- Gestión de clientes (111)
- Gestión de fondos (119)
- Gestión de la contabilidad (87)
- Gestión de riesgos (116)
- Métricas de rendimiento (125)
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Categorías relacionadas
Portfolio management system that includes CRM, order management, risk management, tax reporting, FINSA, FINIA, and FATCA capabilities.
Portfolio management system that includes CRM, order management, risk management, tax reporting, FINSA, FINIA, and FATCA capabilities.
Leverage factor-technology to help improve your returns, reduce your risk and better diversify your portfolio for individual investors.
Leverage factor-technology to help improve your returns, reduce your risk and better diversify your portfolio for individual investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
Catalizr is the management solution for unlisted shares, it facilitates investments and reduces the investment time by 70%.
Catalizr is the management solution for unlisted securities, it facilitates investments and reduces the investment time by 70%.
On-premise investment management solution that helps financial firms research, analyze and monitor stocks, fund prices, index and more.
On-premise investment management solution that helps financial firms research, analyze and monitor stocks, fund prices, index and more.
Workflow automation platform that helps investment managers optimize FX operations, reduce transaction costs and operational risks.
Workflow automation platform that helps investment managers optimize FX operations, reduce transaction costs and operational risks.
Deliver a better client experience at scale. FundPortal offers a secure way to interact and share documents & reports with your clients. It increases the scalability of your team while maintaining the proximity with your clients. We help you improve client retention and help support asset raising activities.
Manage your investor relationships and scale your business - all from one portal.
Modular system that offers a single place to manage and distribute information about company's assets and transactions. Includes order management, trading compliance, portfolio management, and reporting capabilities.
Modular system that offers a single place to manage and distribute information about company's assets and transactions.
For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations, estates and deputyships
For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations and more
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Investor relationship management platform that helps you analyze market data, take control of investor communications, reduce costs, manage risks, and build better relationships with your stakeholders.
Investor Relations CRM platform that helps you analyze market data and build better relationships with your stakeholders.
InvestNext modernizes real estate syndication. Streamline your front and back office operations, manage your portfolio in one place, as well as establish a modern approach to raising capital, and professionally reporting to your investors. With hundreds of millions of investor dollars being managed by sponsors small and large on the platform, InvestNext is an all-in-one solution designed to scale with your firm.
Designed for real estate sponsors to fundraise more effectively and deliver institutional quality reporting to their investors.
Investment research solution that helps you control the entire investment analysis process, from model building to peer-based analysis.
Investment research solution that helps you control the entire investment analysis process, from model building to peer-based analysis.
QPLIX is wealth management software is engineered to handle a full range of asset classes and complex legal entity structures.
QPLIX is wealth management software is engineered to handle a full range of asset classes and complex legal entity structures.
Portfolio management platform for managing loan portfolio and asset-backed financing transactions.
Portfolio management platform for managing loan portfolio and asset-backed financing transactions.
Transparency, analysis, and data visualizations for your ETFs.
Transparency, analysis, and data visualizations for your ETFs.
Special back testing software, which main purpose is to provide the trader with the possibility to check Forex trading strategies and ideas with the use of historical data. Using it, you can download your broker`s data for several years and then test strategy candle by candle or just generate final result.
- Possibility to change testing speed
- Several charts in one widow
- Most popular currency pairs are available for testing
- Independency the software does not impact your platform
Special software for back testing trading strategies on historical data using various indicators and tools.
Technology for multi-asset portfolio design, analytics and engagement.
Technology for multi-asset portfolio design, analytics and engagement.
Tiller's digital wealth management platform, WealthXcel, is the only bespoke digital wealth management solution offering back office, middle office and client facing technology aimed at wealth managers and their clients, improving user engagement, internal efficiency and reducing regulatory burden. Its functionality effortlessly brings together the wealth management process under one digital umbrella, from onboarding to managing investment portfolios, to client reporting and account management.
Tiller's award-winning digital wealth management platform, WealthXcel, was created by wealth managers, for wealth managers.
Netfolio from Alphasys is an online, secure and individually configurable portfolio management system that meets the highest requirements. In addition to software for asset management for Independent Asset Managers, Family Offices and Private Banks, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business.
Professional and flexible solution for Independent Asset Managers, Family Offices and Private Banks.
LUSID is a complete investment data machine that powers multi-asset, multi-sector, multi-geography strategies. It brings unrivalled functionality and services to help you get the most out of your data. Harness LUSID's open community, API-first approach and investment platform to create a world class operational model for all your middle and back-office functions.
LUSID is a complete investment data platform that brings functionality and services to help you get the most out of your data.