Logiciels de gestion de portefeuille d'actions

Les traders et les gestionnaires d'investissement utilisent un logiciel de gestion de portefeuille d'actions pour surveiller et optimiser les performances de leurs investissements et de ceux de leurs clients.

Pourquoi Capterra est gratuit

par Dolicloud

(24 avis)
Solution open source de gestion d'activité professionnelle : vente, facturation, agenda, stock, commandes, e-mailing, comptabilité, notes de frais, demandes de congé. Un grand nombre de modules supplémentaires sont disponibles pour adapter la solution à vos besoins. Solution open source de gestion d'activité professionnelle. Clients, commandes, factures, inventaire...

par softTarget

(4 avis)
Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

par Archway

(0 avis)
Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system. The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

par TransparenTech

(76 avis)
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

par Ledgex

(1 avis)
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

par OpEff Technologies

(0 avis)
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation. Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

par PortfolioShop

(4 avis)
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

par FinFolio

(9 avis)
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

par Synertree CMS

(2 avis)
Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented. CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
La solution de gestion des investissements pour les gestionnaires de fonds et d'actifs, comprend la négociation et la gestion des commandes, l'administration des fonds, etc.

par VectorVest

(0 avis)
Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely. Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

par QUANT IX SOFTWARE

(0 avis)
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Desktop based investment software for portfolio management.

par Beiley Software

(0 avis)
Outil de gestion de portefeuille pour les investisseurs individuels, les conseillers et les traders professionnels. La fonctionnalité inclut le calcul des frais de courtage.

par Stock Portfolio Organizer

(0 avis)
Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments. Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.

par StockwarePro

(0 avis)
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points. Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

par EquityStat

(0 avis)
Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting. Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad. Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

par ICLUB Central

(0 avis)
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics. Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

par TJPS Software

(0 avis)
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts. Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients. Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

par Tamarac

(0 avis)
Solution modulaire pour les conseillers en investissement. Les composants de reporting, de trading et CRM peuvent être achetés ensemble ou séparément.

par NetWorth Services

(0 avis)
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting. Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

par Supertech

(0 avis)
Un outil de gestion de portefeuille offrant des requêtes ad-hoc pour la modélisation des performances boursières et des fonctionnalités de reporting historique pour les investisseurs.

par MProfit Software

(0 avis)
Portfolio management and accounting software with AUM reporting for independent financial advisers. Portfolio management and accounting software with AUM reporting for independent financial advisers.

par tick Trading Software

(0 avis)
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices. tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.
Self valuations and portfolio analysis for venture capital and PE funds. Self valuations and portfolio analysis for venture capital and PE funds.

par HiddenLevers

(0 avis)
Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers. Comprehensive portfolio analytics and scenario stress testing in a simple interface for financial advisors and asset managers.

par Dion Global Solutions

(0 avis)
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.