A continuación te presentamos nuestra lista de aplicaciones para Software para gestión de carteras de inversión. Los filtros te ayudarán a acotar los resultados para que encuentres exactamente lo que estás buscando.

31 aplicaciones
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Solución de gestión de inversiones, fondos y contabilidad.
VestServe es una solución de gestión de inversiones que ayuda a instituciones financieras, corredurías de seguros y otras empresas a gestionar activos, fondos de inversión, finanzas, planes de pensiones y riesgos crediticios. Su sistema de notificaciones permite a las organizaciones enviar y recibir actualizaciones sobre datos de clientes,... Saber más sobre VestServe
Plataforma basada en la nube para la gestión de inversiones y fondos.
Prospero es una solución de gestión de cartera de inversiones basada en la nube que ayuda a bancos privados e instituciones financieras a gestionar sus activos digitales, fondos, operaciones contables y más. Las organizaciones pueden crear campañas multicanal y enviar mensajes o correos electrónicos dirigidos a clientes potenciales... Saber más sobre Prospero
Solución de gestión de capital basada en la nube
EquityEffect es una solución de gestión de capital basada en la nube para instituciones financieras, inversores, bufetes de abogados y empresas privadas de todos los tamaños. La plataforma permite a los usuarios supervisar, administrar y estructurar los recursos compartidos con tablas de capital actualizadas y precisas, análisis hipotéticos y... Saber más sobre EquityEffect
Mantiene la visión de las inversiones.
Un rastreador de carteras fácil de usar que comprueba acciones y ayuda a vigilar las inversiones y los mercados. Supervisa el rendimiento de las inversiones con carteras. Ofrece información del mercado con listas de vigilancia. Muestra datos sobre el movimiento del mercado con gráficos de acciones dinámicos y diarios que incluyen indicadores... Saber más sobre StockMarketEye
Modern investment management for the real estate industry
Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting. Saber más sobre Juniper Square
Cloud-based real estate and investment management software
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, facilities management, CRE management, sales, lettings and more Saber más sobre MRI Software
Income & expense tracking platform for property investors
Stessa is an expense & income tracking solution that provides solutions to real estate owners and investors for thorough management of real estate portfolios including tracking, communicating, and assessing performances. Features include reporting dashboards, security, tax-ready financials, & more. Saber más sobre Stessa
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Saber más sobre Backstop
Investor management for commercial real estate
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Saber más sobre IMS Platform
Equity management solution for public & private firms
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Saber más sobre Carta
Sistema de gestión de cartera de inversiones
HedgeGuard es un software de gestión de carteras de inversión con herramientas para la gestión de pedidos, riesgos y cumplimiento, el mantenimiento de la posición y la creación de informes de capacidades. Saber más sobre HedgeGuard
Plataforma de transferencia bancaria internacional para PYMES
Covercy es una plataforma de transferencia bancaria internacional diseñada para proporcionar a las PYMES individuales una forma segura y fácil de transferir dinero al exterior. Saber más sobre Covercy
Wealth management and optimization platform
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing... Saber más sobre Macroaxis
Platform that enables apps to connect with bank accounts
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Saber más sobre Plaid
Professional tax preparation software
Taxes are never fun, but at least with H&R Block At Home, they are easy. This tax preparation software will help you with filing your taxes (that includes filing your federal tax return), calculating income tax, estimating returns. H&R Block at Home offers extra features to make the process smooth - step-by-step guidance for completing returns, ... Saber más sobre H&R Block At Home
Investment management software
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more Saber más sobre Dynamo
Real estate investment management
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. Saber más sobre AppFolio Investment Management
Commercial real estate property & investment management
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Saber más sobre The CRE Suite
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Saber más sobre AIM
Online groupware and collaboration software
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the... Saber más sobre TeamWox
Accurate valuation of businesses, companies and investments
Business Valuation provides an accurate and robust financial reporting structure to value a wide range of proposed investments, entire companies or businesses. Financial reports are derived from revenue, expense and capital assumptions to provide standard pro forma accounting statements and valuation under discounted cash flow and economic value... Saber más sobre Business Valuation
All-in-one investor management for financial firms
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more Saber más sobre Obsidian Suite
Valuation and performance tracking
Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is... Saber más sobre Portfolio Valuation
Portfolio rebalancing and optimization
Portfolio Management and Optimal Trading strategy combines asset allocation optimization and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are... Saber más sobre Portfolio Optimization
Software de capital privado para inversiones directas e indirectas.
eFront proporciona soluciones integrales de capital privado que ayudan a las empresas a optimizar las operaciones al tiempo que reduce el riesgo, mejora la comunicación y brinda información. Saber más sobre eFront
Investment & risk management software systems
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Saber más sobre RiskValue
Web-based investment and portfolio management system
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting Saber más sobre Perfona
File sharing, marketing & analytics tools for hedge funds
FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships Saber más sobre FundPortal
Conjunto de herramientas para la gestión de inversiones.
Eze Investment Suite es una plataforma de gestión de inversiones basada en la nube que ofrece un conjunto integrado de herramientas para la gestión de pedidos, gestión de ejecución, gestión de cartera y contabilidad, contabilidad de inversores, gestión de comisiones y cumplimiento. Saber más sobre Eze Investment Suite
Herramientas de operación bursátil basadas en la web para corredores y asesores digitales
ETNA Trader es una plataforma de operación bursátil de marca blanca basada en la web. Ha sido diseñada para ayudar a agentes y corredores online, firmas de gestión patrimonial y asesores digitales. Sus principales funciones incluyen marca blanca, transmisión de cotizaciones en tiempo real, configuración de flujo de pedidos y gestión de... Saber más sobre ETNA Trader

EXM

Planificación estratégica y colaboración para gestores de fondos
EXM es una solución de ejecución de estrategia basada en la nube que ha sido diseñada para ayudar a los administradores de fondos y carteras a crear estrategias comerciales y colaborar con las partes interesadas. Sus principales funciones incluyen gestión de riesgos, seguimiento del rendimiento, supervisión, creación de informes y... Saber más sobre EXM