SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory.
Software to help you mix and match a portfolio.(asset allocation software)(Financial Planning Focus)Korn, Donald Jay
Experience real-time portfolio performance analysis with Asset Vantage. Our solution for family offices delivers precise metrics, detailed reporting, and actionable insights to improve your investment strategies.
Efficient Solutions is dedicated to bringing you innovative portfolio optimization, asset allocation and retirement software at an affordable price. Our products are designed for both investment professionals and sophisticated personal investors. All our products have been updated to run on Windows 8, 8.1...
ultimately calculating its inertia and referred inertia. MS Word is automated through the use of OLE to allow the generation of a document as an alternative option to producing a printout. Such functionality lends itself well to the use of fax software and allows users to add their own comments...
Portfolio Monitoring iLEVEL empowers users to perform detailed analysis and reporting across their entire private market investment portfolios. You can answer questions about exposure to specific industries and geographies, drilling all the way down to the private asset or portfolio company level. ...
Get the latest Software and IT Services Portfolio (FSCSX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.
Aladdin is a portfolio management software that provides investment professionals a way to view and manage daily investments. Explore our enterprise solution.
Some portfolio apps offer retirement tracking and planning as well as asset allocation to measure a portfolio's diversification. 1. Empower (Formerly Personal Capital) Platform: iOS, Android Cost: Free More than three million people track their finances with Empower, which has more than $1.4 trill...
New money management: a framework for asset allocation THE NEW MONEY MANAGEMENTIn his bestselling Portfolio Management Formulas and The Mathematics of Money Management, Ralph Vince brought the complex mathemati... R Vince,W Finance,Wiley 被引量: 35发表: 1995年 Active Portfolio Management under a ...