Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. These solutions are used by investment professionals to build, track, and manage their clients’ investment portfolios. Investment portfolio management software includes communication tools to facilitate client investor communication and is designed to be used by investors, financial advisors, and their clients.
Solutions in this category often contain investment tracking, investment accounting, reporting, client communication tools, investment analytics tools, and more. Investment portfolio management software allows advisors and investment professionals to maintain a holistic view of their activities on behalf of their clients, aggregating all relevant data and offering tools to aid in investment analysis.
Investment portfolio management solutions often integrate with accounting solutions if they do not provide built-in accounting features. Solutions in this category also connect to third-party sources to import market data.
To qualify for inclusion in the Investment Portfolio Management category, a product must:
Investment Portfolio Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe.
AccounTrex is a portfolio and back office management system that truly automates trade matching across different accounts and account types, such as all DVP, Prime Broker and Cash accounts within a fund. This allows you to boost profits by focusing more on trading, and less on back-office issues.
cmdtyView includes global exchange and reference data and is the only platform to access streaming news from cmdtyNewswires, best-in-class fundamental and economic data from cmdtyStats, and Barchart’s broad proprietary cash grain commodity data. cmdtyView provides comprehensive access to the features, functionality, and content that matters to commodity professionals - all delivered from a native HTML5 application that is responsive, powerful, and designed to be a true end-to-end workflow solution for commodity trading. Futures execution, physical commodities data, data analytics and back-office integration are natively built into the platform, making cmdtyView the only front-end users will ever need. Featured content includes: Analytics - Advanced charting including seasonals and forward curves, alerts, and purpose-built analytics such as cost-of-carry and crush calculators to better identify trading opportunities and manage risk. Exchange Data - Global commodity exchange prices from CME Group, ICE, Euronext, and many more are included in the platform. Real-time data is available by subscription. Cash Commodity Data - Barchart’s proprietary cash commodity data is elementized, structured, and made available to users for easy analysis against futures positions. cmdtyStats - A powerful database containing global fundamentals on economic data, commodity statistics, and world trade. cmdtyNewswires - Barchart’s proprietary streaming newswire service containing access to editorial, market chatter, and need-to-know content from the USDA. Third-party data integration from accounting, risk and offer management platforms
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm.
Misys FusionInvest is an all-in-one investment management system for portfolio management, risk management and investment operations. It delivers a simple solution for today's complex business challenges through its collaborative investment approach, unrivalled asset class coverage and world-class analytics framework.
In all 3 models the trader can manage his personal funds along with investors funds on pre-selected fee. All investors accounts are pooled together. Profits and losses are divided proportionally between investments. Investors copy the manager's transactions into their accounts and can close them at any time. They can also trade on their own account. Management tools for fund and professional managers providing flexibility in managing investors' accounts.