Voici notre liste d'applications pour Logiciels de gestion de portefeuille d'investissement. Les filtres vous aident à affiner les résultats pour trouver exactement ce que vous cherchez.

31 applications
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Suite d'outils pour la gestion des investissements
Eze Investment Suite est une plateforme de gestion des investissements basée sur le cloud qui offre une suite intégrée d'outils pour la gestion des commandes, la gestion de l'exécution, la gestion et la comptabilité du portefeuille, la comptabilité des investisseurs, la gestion des commissions et la conformité. En savoir plus sur Eze Investment Suite
Finance et Comptabilité
HedgeGuard est un logiciel de gestion de portefeuille d'investissement avec ordre, outils de gestion des risques et de conformité et capacités de reporting relatif au maintien des positions. En savoir plus sur HedgeGuard
Investment, funds, and accounting management solution
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. En savoir plus sur VestServe
Cloud-based platform for managing investments and funds
Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects. En savoir plus sur Prospero
Surveillez vos investissements
Suivi boursier et portefeuilles facile à utiliser qui vous permettent de surveiller vos investissements et les marchés. Suivez les performances de vos investissements avec des portefeuilles. Tenez les marchés à l'œil avec des listes de surveillance. Donnez-vous une perspective concernant les mouvements du marché grâce à des graphiques boursiers... En savoir plus sur StockMarketEye
Modern investment management for the real estate industry
Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting. En savoir plus sur Juniper Square
Income & expense tracking platform for property investors
Stessa is an expense & income tracking solution that provides solutions to real estate owners and investors for thorough management of real estate portfolios including tracking, communicating, and assessing performances. Features include reporting dashboards, security, tax-ready financials, & more. En savoir plus sur Stessa
Plateforme de gestion des investissements sur le cloud
Backstop Solutions est une plateforme de gestion des investissements qui propose des solutions aux consultants et conseillers, institutions et systèmes de retraites, fonds spéculatifs, capital privé capital-risque, dotations et plus encore, grâce à une gamme de produits comprenant Backstop CRM, Portfolio, Recherche, Comptabilité, Portail et... En savoir plus sur Backstop
Gestion des investisseurs pour l'immobilier commercial
IMS Platform est une solution cloud entièrement intégrée de gestion d'investisseurs destinée aux entreprises d'investissement en immobilier commercial. Elle comprend des outils pour les distributions en cascade, des tableaux de bord pour les investisseurs, une gestion documentaire, un CRM intégré, des applications mobiles pour Android et iOS,... En savoir plus sur IMS Platform
Plateforme internationale de transfert bancaire pour les PME
Covercy est une plateforme de transfert bancaire internationale conçue pour fournir aux individus et aux PME une sécurité et un moyen facile de transférer de l'argent à l'étranger. En savoir plus sur Covercy
Diversification instruite
Macroaxis utilise la puissance des mathématiques pour analyser les investissements et proposer divers ajustements permettant d'augmenter les rendements, d'aider à la diversification des portefeuilles et de réduire les risques. Ce module de suggestion fabrique synthétiquement des portefeuilles efficaces à partir de vos portefeuilles existants en... En savoir plus sur Macroaxis
La plateforme qui permet de connecter les applications et les comptes bancaires.
Plaid est une plateforme technologique qui permet aux utilisateurs de créer des connexions entre des applications et des comptes bancaires pour authentifier des comptes, vérifier les soldes en temps réel, vérifier les identités, valider le revenu, extraire des données de transaction et vérifier les biens des emprunteurs. En savoir plus sur Plaid
Professional tax preparation software
Taxes are never fun, but at least with H&R Block At Home, they are easy. This tax preparation software will help you with filing your taxes (that includes filing your federal tax return), calculating income tax, estimating returns. H&R Block at Home offers extra features to make the process smooth - step-by-step guidance for completing... En savoir plus sur H&R Block At Home
Real estate investment management
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. En savoir plus sur AppFolio Investment Management
Commercial real estate property & investment management
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios En savoir plus sur The CRE Suite
Online groupware and collaboration software
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the... En savoir plus sur TeamWox
Accurate valuation of businesses, companies and investments
Business Valuation provides an accurate and robust financial reporting structure to value a wide range of proposed investments, entire companies or businesses. Financial reports are derived from revenue, expense and capital assumptions to provide standard pro forma accounting statements and valuation under discounted cash flow and economic value... En savoir plus sur Business Valuation
Investment management software
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more En savoir plus sur Dynamo
All-in-one investor management for financial firms
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more En savoir plus sur Obsidian Suite
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. En savoir plus sur AIM
Valuation and performance tracking
Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is... En savoir plus sur Portfolio Valuation
Portfolio rebalancing and optimization
Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are... En savoir plus sur Portfolio Optimization
Logiciel de capital-investissement pour des investissements directs et indirects
eFront fournit des solutions de capital-investissement de bout en bout qui aident les entreprises à rationaliser leurs opérations tout en réduisant les risques, en améliorant la communication et en fournissant des informations. En savoir plus sur eFront
Systèmes logiciels de gestion des investissements et du risque
RiskValue est une plateforme destinée aux gestionnaires de fonds et conçue pour couvrir diverses stratégies de placements, portefeuilles de négociation, mandats géographiques et exigences de conformité. En savoir plus sur RiskValue
Web-based investment and portfolio management system
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting En savoir plus sur Perfona
Equity management solution for public & private firms
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. En savoir plus sur Carta
File sharing, marketing & analytics tools for hedge funds
FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships En savoir plus sur FundPortal
Solution cloud de gestion des capitaux propres
EquityEffect est une solution cloud de gestion des capitaux propres pour les institutions financières, les investisseurs, les cabinets d'avocats et les entreprises privées de toutes envergures. La plateforme permet aux utilisateurs de surveiller, de gérer et de structurer des actions grâce à des tableaux à jour et précis, des analyses de... En savoir plus sur EquityEffect
Web-based trading tools for brokers and digital advisors
ETNA Trader is a web-based white label trading platform designed to assist online broker-dealers, wealth management firms and digital advisors. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management. En savoir plus sur ETNA Trader

EXM

Strategic planning and collaboration for fund managers
EXM is a cloud-based strategy execution solution designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting, and communication. En savoir plus sur EXM
Commercial real estate analytics and asset management
STRATAFOLIO is an asset management solution designed to help commercial real estate agents manage processes related to cash flow, debt, lease & investments. Users can view current debts and gain insight into maturing and recourse loans through metrics such as DCR, LTV, LTC, and more. En savoir plus sur STRATAFOLIO