Aqui está nossa lista de aplicativos para Software de Gerenciamento de Portfólio de Ações. Use os filtros para restringir os resultados e encontrar exatamente o que você está procurando.

9 apps
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Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Leia mais sobre o Dolibarr
Portfolio stress testing software for advisory firms
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Leia mais sobre o HiddenLevers
Sistema de gestão de carteiras de investimento
O HedgeGuard é um software de gestão de carteiras de investimento com ferramentas de gestão de ordens, riscos e conformidade e recursos de manutenção de posições e geração de relatórios. Leia mais sobre o HedgeGuard
AI-based investment insights and financial analysis tool
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Leia mais sobre o TOGGLE
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 Leia mais sobre o Perfona
Investment management solution for financial organizations
ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages. Leia mais sobre o ETNA Digital Advisor
Modular enterprise resource planning solution
XT-ERP is an enterprise resource planning and CMMS (computer maintenance management system) tool that is made up of various modules including sales & purchasing, contract management, CRM, stock management, help desk, production monitoring, geolocation, and reporting and BI. Leia mais sobre o XT-ERP
Stock portfolio management for active investors
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Leia mais sobre o Active Trader Pro
Stock portfolio management software for independent advisors
Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities. Leia mais sobre o Morningstar Office Cloud