Scenario Modeling and Forecasting Streamlined Billing, Plus Calculation Insights Collective intelligence. Shared reward. Altogether better. Addepar is a multi-product software and data platform for even the most complex investment portfolios. Connect with us...
Empower (formerly Personal Capital) is one of the best portfolio and investment management software available. The free and easy-to-use platform allows you to track and manage your money with all your financial accounts in one single place, including your 401(k), IRA, individual retirement accou...
FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.
Streamline how you allocate resources and maximize returns on investment by smartly optimizing your innovation portfolio. Portfolio management software aggregates and sharpens project, program, and portfolio information, making it easy to monitor, govern, evaluate, and adapt your initiatives. Boost your ...
Our software provides industry-leading support for model-driven and quantitative investment strategies, embracing index investments, smart-beta, custom indices, asset allocation, overlays and hedging. Our customers include several globally recognized asset management firms and institutions, and a growing ...
Track the performance of your stocks, mutual funds, and other investments with Fund Manager, portfolio management software
Portfolio management software should work for you, not the other way around. As technology gets better and better, investment advisors have more options to improve their current setup. With the pandemic and the increase in remote work, advisors are increasingly aware they have options. According to...
Fund Manager is full featured portfolio management software. Gain insight into your investments with a wide variety of reports and graphs. Fund Manager is available in Personal, Professional, and Advisor versions for the individual investor, professional trader, and investment advisor. (More Info) ...
Fund Manager is available in Personal, Professional, and Advisor versions. The Personal version is primarily for the individual investor. The Professional version is intended for professional traders. The Advisor version is tailored for financial advisors, representatives, or broker/dealers (anyone ...
A platform built to simplify complexity Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better. Who we serve Wealth Managers Family Offices Private Banks Institutions WHY ADDEPAR A complete, ...