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DIRECTORY » Portfolio Management-software (96 sites)

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Software » Equipment and Software » (47)
Personal Finance » Personal Finance » Software » (18)


Portfolio Management Forum

http://www.portfoliomgt.org/

Provides links to articles and reports from other sources on topics related to portfolio management, governance, business value, vendor management, and scorecarding. Sponsored by ProSight.

Keywords: articles, asset, automation, best, card, ceo, cfo, cio, cycle, develop, development, events, executive, experts, finance, finanfical, forum, governance, greatest, information, initiatives, investment, investments, items, latest, leader, leaders, leadership, life, lifecycle, manage, management, managing, multiple, new, oprtfolio, ortfolio, pertfolio, pertforio, pfm, pmo, poltfolio, poltforio, porfolio, porftolio, portflio, portfloio, portfo11o, portfoilo, portfoio, portfol1o, portfoli, portfolio, portfolo, portfoloi

Simple Financial Systems

http://www.simplefinancialsystems.com/

Portfolio tracking, investments and retirement planning software.

Keywords: rrsp, annuity calculator, calculator, investment software, investment tracking, investment tracking system, investors tools, money manager, payroll, portfolio, portfolio tools, stocks, tax, retirement

Financial Tools, Inc.

http://www.financialtools.com/

Specializing in financial tools for the banking and lending communities. Provides business and personal credit analysis and contact management software for lenders.

Keywords: cash software, banking software, credit analysis, credit management software, financial analysis, pipeline reporting, portfolio management, tickler management, workflow management, financial tools


SIC

http://www.sicag.ch/

The suite is a collection of modules developed for private banking institutes, fund administrators and portfolio managers.

Keywords: funds, gips, iamr, private banking, spps, schweiz, scwitzerland, software, suisse, svizzera, portfolio management


Matthai Capital Management

http://www.matthai.com/

Offers portfolio management services. Features articles and a glossary of investment terms.

Keywords: crts, charitable remainder trusts, investment advisors, investment management, investment products, matthai capital management, planning, portfolio management services, trusts, wealth management, financial


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