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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RiskData Portfolio Solutions
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Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
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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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DRIP Wizard
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Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
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Pertrac 2000
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Pertrac is a powerful suite of investment tools for financial professionals.
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