Top Investment Portfolio Management Software Anwendungen und Tools

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IMS Platform 12

Investor management for commercial real estate

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Erfahre mehr über IMS Platform

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Juniper Square 12

Investment management for real estate

Juniper Square is a cloud-based investment management system designed specifically for real-estate, with a CRM, investor reports & fundraising automation tools Erfahre mehr über Juniper Square

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HedgeGuard

Investment-Portfoliomanagementsystem.

HedgeGuard ist eine Investment-Portfolio-Management-Software mit Auftrags-, Risiko- und Compliance-Management-Tools, Positionsverwaltung und Berichtsfunktionen. Erfahre mehr über HedgeGuard

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The CRE Suite 2

Commercial real estate property & investment management

The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Erfahre mehr über The CRE Suite

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Business Valuation 1

Accurate valuation of businesses, companies and investments

Business Valuation provides an accurate and robust financial reporting structure to value a wide range of proposed investments, entire companies or businesses. Financial reports are derived from revenue, expense and capital assumptions to provide standard pro forma accounting statements and valuation under discounted cash flow and economic value...

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eFront

Private-Equity-Software für direkte und indirekte Investitionen.

eFront bietet End-to-End-Private-Equity-Lösungen, die Unternehmen dabei helfen, Abläufe zu rationalisieren, Risiken zu reduzieren, die Kommunikation zu verbessern und Einblicke zu liefern.

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Backstop 9

Cloud-based investment management platform

Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR

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Covercy 7

Internationale Banküberweisungsplattform für KMUs

Covercy ist eine internationale Banküberweisungsplattform für Einzelpersonen und KMUs und ist ein sicherer und einfacher Weg, Geld ins Ausland zu überweisen.

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H&R Block At Home 2

Professional tax preparation software

Taxes are never fun, but at least with H&R Block At Home, they are easy. This tax preparation software will help you with filing your taxes (that includes filing your federal tax return), calculating income tax, estimating returns. H&R Block at Home offers extra features to make the process smooth - step-by-step guidance for completing...

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StockMarketEye 58

Keep Your Eye On Your Investments

Easy to use portfolio tracker and stock watcher that helps you keep an eye on your investments and the markets. Track the performance of your investments with portfolios. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic, end-of-day stock charts including technical indicators. Use stock alerts so you...

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Portfolio Valuation

Valuation and performance tracking

Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is...

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Perfona

Web-based investment and portfolio management system

Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting

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RiskValue

Investment & risk management software systems

RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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Portfolio Optimization

Portfolio rebalancing and optimization

Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are...

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BankSense

Real-time cash treasury and finance decision making

BankSense is a cash flow management and finance decision making solution with real time visibility, cash flow management, analytics, and more

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Obsidian Suite

All-in-one investor management for financial firms

Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more

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