Investment Portfolio Management Software

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EquityEffect

Cloud-based equity management solution

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. Erfahre mehr über EquityEffect

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HedgeGuard 1

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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StockMarketEye 77

Behalte deine Investitionen im Auge.

Ein einfach zu verwendender Portfolio-Tracker und Aktienbeobachter, mit dem du deine Investitionen und Märkte im Auge behalten kannst. Verfolge die Performance deiner Anlagen mit Portfolios. Behalte den Markt mit Watchlisten im Auge. Verschaffe dir einen Überblick über die Marktbewegungen mit dynamischen End-of-Day-Aktiencharts einschließlich...

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Stessa 35

Income & expense tracking platform for property investors

Stessa is an expense & income tracking solution that provides solutions to real estate owners and investors for thorough management of real estate portfolios including tracking, communicating, and assessing performances. Features include reporting dashboards, security, tax-ready financials, & more.

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Juniper Square 34

Modern investment management for the real estate industry

Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting.

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IMS Platform 29

Investorenmanagement für Gewerbeimmobilien.

IMS Platform ist eine cloud-basierte, vollständig integrierte Investor-Management-Lösung für gewerbliche Immobilien-Investmentfirmen mit Tools wie Distribution Waterfalls, Dashboards für Investoren, Dokumentenmanagement, integriertem CRM, mobilen Anwendungen für Android und iOS, Advanced Analytics und Mehr.

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Backstop 17

Cloud-basierte Investment-Management-Plattform.

Backstop Solutions ist eine Investment-Management-Plattform, die Lösungen für Berater, Institutionen und Pensionen, Hedgefonds, Private Equity und Risikokapital, Stiftungen und mehr bietet. Dabei werden eine Reihe von Produkten geboten wie Backstop CRM, Portfolio, Research, Accounting, Portal und 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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Macroaxis 5

Intelligente Diversifizierung.

Macroaxis nutzt die Möglichkeiten der Mathematik, um Investitionen zu analysieren und verschiedene Optimierungen vorzunehmen, um die Rendite zu steigern, zur Diversifizierung der Portfolios beizutragen und Risiken zu reduzieren. Ein Vorschlagsmodul erstellt effiziente Portfolios mit geringerem Marktrisiko auf Grundlage deiner bereits vorhandenen...

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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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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

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TeamWox 1

Online groupware and collaboration software

TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the...

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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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Dynamo 1

Investment management software

Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more

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Obsidian Suite 1

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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AppFolio Investment Management 1

Real estate investment management

AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors.

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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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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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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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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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Plaid

Platform that enables apps to connect with bank accounts

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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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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Carta

Equity management solution for public & private firms

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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AIM

Cloud-based private equity CRM solution for Salesforce

AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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FundPortal

File sharing, marketing & analytics tools for hedge funds

FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships

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