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Other links at Investing > Money Managers > Software |
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Advisors Assistant
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Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
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InvestAhead
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Wealth management software for IFAs and other finance professionals.
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Dynamic Software Design
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Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
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DynaPorte
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Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
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ESQuotes
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Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
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