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Other links at Investing > Money Managers > Software |
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Gravity Investments
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Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
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TradeLog
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Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
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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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Cornerstone Revolutions, Inc.
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Portland, Oregon-based software development firm specializing in applications for financial professionals. Includes products, downloads, and services provided.
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SunGard Online Investment Systems
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Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
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