Best Investment Portfolio Management Tools - Page 7

Shootih

Shootih is a way to help small and medium-cap companies (like Systango) manage their cash flow, forecasts, investments, goals and become more tax efficient effortlessly on a single platform with the help of technology. Vinita and Nilesh’s aim is to enable small business owners and established entrepreneurs to focus on what matters (taking the business to the desired heights) and avoid distractions (caused by finance mismanagement). With Shootih, you are able to: 1. Monitor cash flow across multiple bank accounts and portfolios. 2. Forecast your expenses. 3. Access various investment instruments suitable for a business. 4. Be more tax efficient. 5. Last but not least, able to track your corporate goals

Average Rating: 5.0/5.0

Total Reviews: 1

SIACharts Inc.

SIACharts is an investment research platform that has been providing market intelligent solutions to financial advisors for over 15 years. SIA's proprietary Equity Action Call based on global capital money flows tracks seven major asset classes and provides advisors insights on where to best be positioned from an asset class allocation standpoint. SIACharts AI-powered technology analyzes over 80,000 investments including equities, ETFs, and mutual funds, performing more than 10 billion calculations every night. These calculations produce 600 ranked reports from a relative strength basis which allows advisors to position their clients' portfolios within the strongest sectors and individual investments. By narrowing down the investment field saving valuable research time allows the advisor to focus on client relationships and marketing their practice. SIACharts offers a robust modelling tool where you can build custom current or back dated models by importing or inputting trades as well as follow any of our hypothetical model strategies that we run and maintain on the platform.

Average Rating: 5.0/5.0

Total Reviews: 1

Skylark AI

Skye is the premier AI diligence and investment analysis platform developed by Skylark AI. With Skye, users can sort and categorize multi-modal disparate data to develop custom enterprise agents that are capable of providing insights, generating reports, and serving as an analyst for a multitude of organizational needs. This is the analyst everyone wishes they had.

Average Rating: 5.0/5.0

Total Reviews: 1

Standard Metrics

Standard Metrics is an automated data platform that enables financial transparency between startups and investors, empowering founders to make better decisions in scaling their companies.

Average Rating: 4.5/5.0

Total Reviews: 1

True Link

True Link is a diversified financial services firm dedicated to protecting and increasing customers' independence and quality of life.

Average Rating: 3.5/5.0

Total Reviews: 1

Vantage Insight

Vantage Insight is a graphical dashboard and reporting tool for rich, intuitive, reporting.

Average Rating: 4.5/5.0

Total Reviews: 1

Windham Portfolio Advisor

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. -Generate efficient portfolios that meet your investment goals and satisfy your clients’ constraints. Use the traditional mean-variance approach to optimization or one of the following asset allocation methods exclusive to Windham’s software to address unique investor objectives. -Realistic estimates for return and risk are critical to the portfolio construction process. Develop sound capital market assumptions for return using CAPM, implied returns, Bayesian analysis (including Black-Litterman) and custom forecasts. Examine how assets behave during specific market environments, including periods marked by turbulence, on a before and after tax basis. -Windham’s risk management tools assist you in managing the complexities and true sources of portfolio risk so that you can develop portfolios that are based on realistic expectations and a deeper understanding of your risk exposures. -By simulating growth over time, Windham helps you evaluate the likelihood of meeting future goals and commitments. Windham’s cash flow simulations account for inflation and planned contributions and withdrawals. Projections are expressed in terms of total wealth and as an annuity. -Factor analysis is a powerful technique that can identify and measure common sources of risk and return for managers, asset classes, and portfolios. Each factor represents an underlying exposure to the market. Factor analysis goes beyond the asset allocation to identify the underlying exposures to specific sources of risk and return. Factor analysis can be used in a variety of applications including: -Understanding the drivers of manager risk and return -Understanding the differences between the factor allocation and the asset allocation -Explaining differences in returns across a universe of financial assets -Forecasting the expected value of asset returns -Stress testing asset class returns

Average Rating: 4.0/5.0

Total Reviews: 1

1Token Portfolio Management System

1Token is the all-in-one financial software for crypto institutions, supporting 20+ Blockchains, 100+ Defi protocols, and 80+ CeFi & traditional trading venues. Currently, 1Token software supports all crypto assets in CeFi and DeFi, including spots, futures, options, fixed / variable income products, SAFT, POW/POS mining, staking/yield farming, NFT etc., as well as traditional assets such as stocks / FX / ETFs etc. 1Token's institutional clients spread across all verticals of crypto-finance, including buy-side institutions in asset management, fund / FoF / MoM, foundation / exchange treasury, fund admin, audit etc., and sell-side institutions in lending, margin trading, prime broke, retail brokerage, spot OTC, derivative OTC etc. For each specific business vertical, 1Token provides an end-to-end solution that supports front-to-back office technology in sales & trading, OEMS, portfolio and risk management, pricing / product structuring, accounting, clearing & settlement etc., and multi-department usage for sales / trading / risk / operation / finance teams all at once. Today, 1Token serves 40+ large global institutions, with top profiles like Algorand Foundation, Amber Group, Animoca Brands, FBG Capital, Matrixport, Metalpha, Pintu, Zipmex, and 4 of the Top 7 CMC exchanges etc., which in total exceed $20+ bn asset managed.

360 Portfolio

360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.

ABUNDANCE INVESTMENT

Abundance makes it easy for you to invest directly into projects and businesses you believe in, and get a fair return from what they achieve.

AdvisoryAlpha

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.

AgilLink by DataFaction

AgilLink provides scale, control and security to family offices, business managers and sport management firms that offer bill pay and accounting services. Our specialized multi-entity accounting and secure bill payment solution incorporates approval workflow, integration with City National Bank, document management and investment data integration.

AIRR

AIRR is single SaaS solution for professional investment activities, where all data is integrated from any external system you use and consolidated on a single platform, updated continuously and available to you 24 hours a day.

AI-Signal Fund Xpert

AI-Signal Fund Xpert is an advanced AI-driven platform designed to assist family offices and investors in monitoring and predicting the behavior of private funds and fund managers globally. Leveraging AxonJay's Self-Machine-Learning Platform™, it provides real-time insights into fund activities, mergers and acquisitions, and other critical financial events, enabling users to make informed investment decisions.

Alinea

Alinea is an investment platform designed to simplify and democratize investing for beginners, particularly targeting Gen Z and women. The app offers a user-friendly interface that allows users to invest in both stocks and cryptocurrencies, fostering a community-centric approach to financial growth. By providing personalized investment strategies and educational resources, Alinea empowers users to make informed financial decisions and build wealth over time.