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Other links at Investing > Money Managers > Software |
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Advisormart.com
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Online portfolio management for investment advisors, brokers, and financial planners.
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eWebPortfolio
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Fully functional portfolio management and accounting system that runs on the Web.
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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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Beiley Software Fund Manager
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Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
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DTLink Software
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Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
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