Featured Software
Comprehensive Directory
86 Solutions Listed
Automate your trade flow process with tading restrictions, decision support tools, analytics, order management, and FIX Trading.
Target Market: Mid - Large
Supply Chain modules include: inventory manager, sales order, purchase order, manufacturing and requisition.
Target Market: Small
Online trading platforms for financial institutions in the retail forex trading market-space.
Target Market: Mid
ASP investment management solution for RIAs featuring composite modeling and trading.
Target Market: Mid
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Target Market: Mid - Large
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.
Target Market: Mid
Portfolio Management system covering ordering, trading, settlement, cash management, and more.
Target Market: Mid
Customer Cash Management Systems. CAMS processes a multitude of investment products.
Target Market: Small - Mid
Investment desktop software application that provides everything you need to download, convert, export & import investment data.
Target Market: Small
Neural network software for experts designed for intelligent support in applying neural networks to solve real-world forecasting, classification and function approximation problems.
Target Market: Mid
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.
Target Market: Small
Wealth management firms attract new customers, increase efficiency, and reduce cost by offering a superior, personalized experience.
Target Market: Mid - Large
ASC Account Open, can be used by financial services in any situation where a new contractual relationship is created with a customer.
Target Market: Mid - Large
Content Search and Organization Service for Investment Professionals.
Target Market: Mid
Investment partnership management software for hedge funds, fund of funds and family offices.
Target Market: Small - Mid
Portal-based asset management solution for Investment Management Firms.
Target Market: Small - Large
Fully integrated fund, owner, broker and manager software for investments within Microsoft Dynamics GP.
Target Market: Mid - Large
Browser based and easy to use portfolio management solution; provides an answer to every asset manager, private banker, etc.
Target Market: Small - Mid
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
Target Market: Mid
Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Target Market: Mid - Large
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
Target Market: Mid - Large
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.
Target Market: Mid
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Target Market: Small - Mid
Tools independent investment advisers - setting new standards for the portfolio management software industry.
Target Market: Mid
The only totally integrated system managing new account decisions, collections and reporting without the additional cost.
Target Market: Mid - Large
Needs Analysis and Financial Planning sales software, targeted at multi-line insurance agencies.
Target Market: Mid
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Target Market: Mid - Large
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.
Target Market: Small - Mid
Software that handles: Investment Managment, Banking, Financial Services, Trust Management.
Target Market: Mid - Large
Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.
Target Market: Small - Mid
Global multi-currency mutual fund order processing system for distributors and broker dealers.
Target Market: Mid
Sophisticated position sizing, portfolio optimization, money management and asset allocation software for trading and investing.
Target Market: Small
Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers.
Target Market: Mid - Large
Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.
Target Market: Small - Mid
Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
Target Market: Mid - Large
Wealth-management application used by advisors engaged in wealth and portfolio management activities.
Target Market: Mid - Large
Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.
Target Market: Mid - Large
Xpose3 is a next generation software platform aimed to support integrated decision making, execution and reporting for the financial industry.
Target Market: Small - Mid
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.
Target Market: Small - Mid
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
Target Market: Mid - Large
Sophisticated tool designed to aid in the analysis, construction and management of Investment Portfolios.
Target Market: Small - Mid
Gain direct market access and network services through the industry's fastest fully connected trading network.
Target Market: Mid
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment
Target Market: Mid
Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.
Target Market: Mid - Large
Scalable, fully integrated real time portfolio management and accounting solution.
Target Market: Small - Mid
Portfolio construction and financial asset management
Target Market: Small - Mid
Real-time multi-party trading and FIX connectivity for all major asset classes. Koelo Technologies provides it also as a fully hosted service.
Target Market: Small - Mid
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
Target Market: Mid
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization
Target Market: Small
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
Target Market: Small - Mid
Create, manage, modify, monitor, and measure investment portfolios.
Target Market: Small - Mid
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.
Target Market: Mid - Large
Manages equity, fixed income, and mortgage backed security holdings.
Target Market: Mid
Advanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory.
Target Market: Small - Mid
Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors.
Target Market: Mid
Pricing and risk analytics for fixed income, credit, foreign exchange, hybrids, cross currency, inflation rate and equity derivatives.
Target Market: Mid - Large
Fee billing and revenue management solution
Target Market: Mid - Large
Comprehensive web-based financial management solution that facilitates every aspect of financial planning.
Target Market: Mid - Large
Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.
Target Market: Small - Large
Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.
Target Market: Mid
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.
Target Market: Mid
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.
Target Market: Small
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Target Market: Small
Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring.
Target Market: Small - Mid
Algo trading tools and Low Latency Data feeds.
Target Market: Small
Quantitative portfolio management web application for investment managers.
Target Market: Small
"Outsource Derivatives Trading Analytics Development on the Amoeba platform"
Target Market: Mid - Large
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.
Target Market: Mid - Large
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Target Market: Mid - Large
Institutional and High-Net Worth portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
Target Market: Mid - Large
Delivers enterprise-wide communications, research, portfolio management, trading, and more to hedge funds.
Target Market: Mid - Large
Simultaneously enhances user experience while significantly reducing the cost of portfolio performance measurement.
Target Market: Large
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.
Target Market: Small - Mid
Taxlot Accounting, Corporate Actions, Wash-Sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIA's, Hedge fund managers, prime brokers and clearing firms.
Target Market: Mid - Large
SunGard wealth management solutions provide trust, asset and wealth management software and services to domestic and international financial institutions.
Target Market: Small - Large
Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers.
Target Market: Small - Mid
Front-to-back, Integrated Investment Accounting & Risk Management.
Target Market: Small - Mid
Treasury and asset management software for corporations and financial institutions.
Target Market: Mid - Large
Web-based enterprise reporting and business intelligence solution for the financial services sector.
Target Market: Mid
ASP desktop for venture capital, M&A and corporate finance, incorporating portfolio management and secure work areas.
Target Market: Small - Mid
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Target Market: Large
Enterprise-class software for hedge fund, private equity and alternative asset administration.
Target Market: Mid - Large
Analyze all aspects of a client's financial situation and identify efficient portfolios, manage risk, and simulate future wealth.
Target Market: Mid - Large
Software Vendors - Sign up for a FREE basic listing.

