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

41 apps
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Investment, funds, and accounting management solution
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. Leia mais sobre o VestServe
Software de gestão de patrimônio para RH, funcionários e investidores
O Ledgy é um software de gestão de patrimônio que ajuda a gerenciar planos de participação de funcionários e acionistas, preparar tabelas de capitalização e muito mais. Os usuários podem automatizar o processo de assinatura de documentos, criar documentos personalizados e implementar fluxos de trabalho para assinar acordos de acionistas e... Leia mais sobre o Ledgy

QUO

Plataforma de agregação e negociação de portfólio para gestores de ativos
Plataforma de investimento para vários corretores. Gestores de portfólio e de relacionamento podem *Agregar contas de fundos e de clientes em mais de 300 bancos e corretoras - NAV em tempo real, P&L, exposição, custo etc. *Negociar online em tempo real com todas as corretoras a partir de UM único sistema. *Automatizar verificações... Leia mais sobre o QUO
Cloud-based portfolio monitoring & equity management tool
FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR). Leia mais sobre o FolioSure
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 Leia mais sobre o MRI Software
Keep Your Eye On Your Investments
Easy to use portfolio tracker and stock watcher that helps you keep an eye on your investments and the markets. Track the performance of your investments with portfolios. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic, end-of-day stock charts including technical indicators. Use stock alerts so you... Leia mais sobre o 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. Leia mais sobre o Juniper Square
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
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. Leia mais sobre o IMS Platform
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. Leia mais sobre o 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 Leia mais sobre o Backstop
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. Leia mais sobre o Carta
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Leia mais sobre o DealCloud
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
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 Leia mais sobre o Dynamo
International bank transfer platform for SMBs
Covercy is an international bank transfer platform designed to provide individuals & SMBs with a secure & easy way to transfer money abroad Leia mais sobre o Covercy
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 Leia mais sobre o Plaid
Solução de gerenciamento de ações baseada na nuvem
O EquityEffect é uma solução de gerenciamento de ações baseada na nuvem para instituições financeiras, investidores, escritórios de advocacia e empresas privadas de todos os tamanhos. A plataforma permite que os usuários monitorem, gerenciem e estruturem ações com tabelas de capitalização atualizadas e precisas, análises hipotéticas e documentos... Leia mais sobre o EquityEffect
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. Leia mais sobre o AppFolio Investment Management
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... Leia mais sobre o Macroaxis
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. Leia mais sobre o AIM
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, ... Leia mais sobre o H&R Block At Home
Trading and portfolio management solution for hedge funds
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. Leia mais sobre o Pinnakl
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 Leia mais sobre o The CRE Suite
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... Leia mais sobre o 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... Leia mais sobre o 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 Leia mais sobre o 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... Leia mais sobre o 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... Leia mais sobre o Portfolio Optimization
Private equity software for direct & indirect investments
eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights Leia mais sobre o eFront
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Leia mais sobre o Financial Services Cloud
Investment & risk management software systems
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Leia mais sobre o 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 Leia mais sobre o 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 Leia mais sobre o FundPortal
Suite of tools for investment management
Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance Leia mais sobre o Eze Investment Suite
Web-based trading tools for brokers and digital advisors
ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management. Leia mais sobre o ETNA Web Trader

EXM

Strategic planning and collaboration for fund managers
EXM is a cloud-based strategy execution solution designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting, and communication. Leia mais sobre o EXM
Plataforma baseada na nuvem para gerenciar investimentos e fundos.
O Prospero é uma solução de gerenciamento de portfólio de investimentos baseada na nuvem que ajuda bancos privados e instituições financeiras a gerenciar ativos digitais, fundos, operações contábeis e muito mais. Ele permite que as empresas criem campanhas multicanais e enviem mensagens ou e-mails direcionados a clientes em potencial... Leia mais sobre o Prospero

Q4

Soluções de relações com investidores baseadas na nuvem.
A Q4 oferece soluções de relações com investidores baseadas na nuvem para sites, videoconferências, eventos virtuais, CRM para relações com investidores, segmentação de investidores e inteligência. Leia mais sobre o Q4
Decision support for business process improvement
Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies. Leia mais sobre o Uptrader
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