Hier is onze lijst met apps voor Beleggingsportefeuille software. Met filters kun je de resultaten beperken om precies dat te vinden waarnaar je op zoek bent.

35 apps
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Software voor deals-, relatie- en bedrijfsbeheer.
DealCloud is software voor deal-, relatie- en bedrijfsbeheer die bedrijven helpt bij het beheren van processen met betrekking tot fondsenwerving, marketing, compliance en meer. Het stelt beheerders in staat om dashboards, rapporten en meldingen te configureren voor specifieke medewerkers, teams of de hele organisatie. Meer informatie over DealCloud
Beheersysteem voor beleggingsportefeuilles
HedgeGuard biedt beheersoftware voor beleggingsportefeuilles met tools voor orders, risico en naleving en capaciteiten voor positiebehoud en rapportage. Meer informatie over HedgeGuard
Beheeroplossing voor investeringen, fondsen en boekhouding.
VestServe is een oplossing voor beleggingsbeheer die financiële instellingen, verzekeringsmaatschappijen en bedrijven helpt bij het beheren van activa, beleggingsfondsen, financiën, pensioenplannen en kredietrisico's. Het meldingssysteem stelt organisaties in staat om gegevensupdates te verzenden en ontvangen van klanten, beheerders of makelaars. Meer informatie over VestServe
Cloudgebaseerd platform voor het beheren van investeringen en fondsen
Prospero is een cloudgebaseerde oplossing voor het beheer van beleggingsportefeuilles waarmee particuliere banken en financiële instellingen digitale activa, fondsen, boekhoudkundige transacties en meer kunnen beheren. Het stelt organisaties in staat om multi-channel campagnes te maken en gerichte berichten of e-mails te sturen naar specifieke... Meer informatie over Prospero

Q4

Cloudgebaseerde oplossingen voor investor relations
Q4 biedt cloudgebaseerde investor relations-oplossingen voor websites, videoconferenties, virtuele evenementen, IR CRM, targeting en informatie van investeerders. Meer informatie over Q4
Houd je beleggingen in de gaten.
Gebruiksvriendelijke software om je portefeuille en aandelen te volgen waarmee je je beleggingen en de markten in de gaten kunt houden. Volg de prestaties van je beleggingen met portefeuilles. Houd de markt in de gaten met volglijsten. Krijg inzicht in marktbewegingen met dynamische grafieken van aandelen aan het einde van de dag inclusief... Meer informatie over StockMarketEye
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 Meer informatie over MRI Software
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. Meer informatie over IMS Platform
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. Meer informatie over Juniper Square
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. Meer informatie over 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 Meer informatie over 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. Meer informatie over Carta
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 Meer informatie over 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 Meer informatie over Covercy
Cloudgebaseerde oplossing voor aandelenbeheer
EquityEffect is een cloudgebaseerde oplossing voor aandelenbeheer voor financiële instellingen, beleggers, advocatenkantoren en particuliere ondernemingen van elke omvang. Het platform stelt gebruikers in staat om aandelen te monitoren, beheren en structureren met up-to-date en nauwkeurige cap-tabellen, what-if-analyse en digitale documenten. Meer informatie over EquityEffect
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... Meer informatie over Macroaxis
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 Meer informatie over Plaid
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. Meer informatie over AppFolio Investment Management
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, ... Meer informatie over H&R Block At Home
Handels- en portefeuillebeheeroplossing voor hedgefondsen
Pinnakl is een cloudgebaseerde handels- en portfoliobeheeroplossing die hedgefondsen helpt bij het beheren van front- en backoffice-activiteiten. Belangrijke functies zijn procesautomatisering, orderbeheer, rapportage, risicobeheer, gegevensfiltering en analyse. Meer informatie over 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 Meer informatie over The CRE Suite
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. Meer informatie over AIM
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... Meer informatie over 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... Meer informatie over 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 Meer informatie over 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... Meer informatie over 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... Meer informatie over 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 Meer informatie over eFront
Investment & risk management software systems
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Meer informatie over 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 Meer informatie over 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 Meer informatie over FundPortal
Suite van tools voor beleggingsbeheer.
Eze Investment Suite is een cloudgebaseerd platform voor beleggingsbeheer dat een geïntegreerde suite van tools biedt voor orderbeheer, uitvoeringsbeheer, portefeuillebeheer en -boekhouding, beleggersboekhouding, commissiebeheer en compliance. Meer informatie over Eze Investment Suite
Webgebaseerde handelshulpmiddelen voor makelaars en digitale adviseurs
ETNA Trader is een webgebaseerd whitelabel handelsplatform dat is ontworpen om online makelaars, vermogensbeheerders en digitale adviseurs te helpen. Belangrijke functies zijn onder meer whitelabels, realtime streaming van offertes, configuratie van orderstromen en risicobeheer. Meer informatie over ETNA Trader

EXM

Strategische planning en samenwerking voor fondsbeheerders
EXM is een cloudgebaseerde oplossing voor het uitvoeren van strategieën die is ontworpen om fonds- en portfoliomanagers te helpen bij het creëren van bedrijfsstrategieën en samenwerking met belanghebbenden. Belangrijke functies zijn onder andere risicobeheer, prestaties volgen, bewaken, rapporteren en communiceren. Meer informatie over EXM

QUO

Investment management system for asset & wealth advisors
QUO is a cloud-based investment management software, which allows financial businesses to manage client portfolios and execute the entire trade lifecycle. Fund managers can monitor position aggregation, handle investment activities, and analyze market trends across multiple asset classes. Meer informatie over QUO