Other links at Investing > Money Managers > Software |
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NorthStar Wealth Management Software
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NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
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Asset Allocation Analyst
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The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
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Zunna, Inc.
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Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
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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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Advisormart.com
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Online portfolio management for investment advisors, brokers, and financial planners.
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