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.

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23 opções de software

O PORTAX é um software de planejamento e gestão de portfólios baseado em Windows, que auxilia os investidores na otimização de portfólios após impostos, alocação de ativos e modelagem de diferentes estruturas tributárias e de propriedade. Leia mais sobre o PORTAX
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
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Leia mais sobre o StockMarketEye
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
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades... Leia mais sobre o Seeking Alpha
PYTHEOS is a collaborative action plan management solution. PYTHEOS offers companies and public bodies a 360 ° vision of their processes and issues through the implementation of a continuous improvement process. Leia mais sobre o PYTHEOS
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Leia mais sobre o Riskalyze
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
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
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
xtb is a platform that focuses on trading and offers its users a choice of many global markets. xtb also provides customer support – available on weekdays – for its users, which can be accessed via various channels. xtb's trading academy aims to streamline trading basics for those getting started. Leia mais sobre o xtb
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
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
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
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. Leia mais sobre o ByAllAccounts
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
Statmetrics is an all-in-one solution for portfolio analytics and investment research. Leia mais sobre o Statmetrics
Beanvest is a stock portfolio performance tracker that helps users in becoming better investors. Leia mais sobre o Beanvest
Wealthsimple Trade is a trading application that aims to make stock trading streamlined and secure. This app is fully mobile is part of its user appeal. No transaction fees are charged, and no minimum account balance is required. Leia mais sobre o Wealthsimple Trade
To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​ - $100+ Billion in Alternatives Managed on the Platform - $5 Trillion in AUM among Vidrio Clients - 1000+ Fund Managers monitored by Vidrio on behalf of allocators Leia mais sobre o Vidrio Financial
TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations. Leia mais sobre o TheInvestorNet
Improve the management of your entire investment activity with our Front-to-Back solution dedicated to Private Equity and Non-Listed companies. Capital Venture provides investment and portfolio management alongside a CRM. Leia mais sobre o Capital Venture

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