Securities portfolio management software

FolioSure is a cloud-based solution designed to help private equity PE and venture capital VC firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net to U-Rite is a cloud-based commercial real estate platform designed to help real estate brokers, advisors and investors manage property valuation and tenant underwriting.

It integrates with Microsoft Excel to facilitate market-specif AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes.

Administrators can import fund Certent Equity Management. Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive account Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle.

Key features include team assignments, rel RealPage IMS. Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request trackin MRI Software vs Stessa. Carta vs Backstop. Certent Equity Management vs DealCloud. Plaid vs AlternativeSoft.

Managing financial assets can be challenging for portfolio managers, independent traders, and private bankers due to the lack of timely access to data, changing market trends, complex risk analysis, and time-consuming calculations. Investment management software can help deal with these challenges by automating key functions such as portfolio management, asset reporting, and accounting. However, picking the right investment management solution can be challenging: there's a diversity of solutions on the market and they differ in price, deployment options, and features.

For instance, should you go with a cloud-based investment management solution, or is an on-premise one better for your business? To help you decide, we've created this Buyers Guide that gives an overview of investment management software, its common features, and key considerations. What is investment management software? Common features of investment management software What type of buyer are you?

Key considerations. Investment management software helps manage investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking.

The users of investment management software include traditional investment management firms, independent traders and investment advisers, and vendors of alternative investment such as hedge funds. Portfolio importing in StockMarketEye Source. Investment management software has a wide range of functionality such as investment tracking, portfolio performance, asset reporting, and benchmarking. Here are the common features of the software:. To further understand the features and benefits of investment management software, call our advisors at for an obligation-free consultation.

They will listen to your requirements and help you narrow down your options by recommending the best-suited software for you business needs. We researched and reviewed several of the best portfolio management software options on the market. The spending analysis gives you a comprehensive overview of you where and how you spend your money restaurants, grocery stores, etc. The Retirement Planner can pinpoint exactly where you are relative to your retirement goals. Personal Capital can give you a portfolio performance which shows you how your assets are performing.

You can even anticipate future expenses, such as planning for college, getting married or any other upcoming life event. In terms of wealth management, Personal Capital offers robo-investment services as well as real human financial advisors.

Its annual fee is 0. Investment Account Manager is a Windows and Mac desktop-based investment software program that provides comprehensive investment tracking and portfolio management tools. Investment Account Manager offers a comprehensive portfolio platform for stocks, ETFs, options, bonds, mutual funds, cash and more.

You can also find in-depth tax planning tools and asset allocation rebalancing features. It offers tech support and easy-to-understand snapshots of asset allocation, so you can see whether your asset allocation is appropriate.

You can also download brokerage account activity and track multiple purchases of stock and calculate your return on investment. As a company, Quicken is pretty much a household name.

Quicken offers financial management services that include spend tracking, budgeting and the monitoring of account balances. The software uses bill-pay services on its software and mobile app, bill pay alerts and customized financial reports. You can sync up your checking, savings and investment accounts as well as any debt you may have.

The only repeated complaint from clients is a slow syncing problem between the platform and accounts. Risk Analysis. Assess risk and exposure in your strategies and client portfolios with our scenario analysis tool. Independent Insights. Power your decisions with Morningstar data and research. Read the latest commentary and follow our research analysts to create a curated view of the latest events, thought leadership, and trends in the industry.

Client Communication. Build client connections with confidence by leveraging research investors trust and data you can depend on to elevate client communication. Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals.

Data Aggregation and Back Office Services. FinFolio will also automatically detect wash sales, constructive sales and straddles. Compare portfolio performance to benchmarks at multiple levels, including asset, class and sector. FinFolio does multi-currency portfolio management, and is sensitive to the currency of the account securities, recognizing changes in fx rates and raising or lowering the return as appropriate.

Precalculate and store performance or run it point-to-point for any date range. Don't be insecure about your securities.