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

16 softwareopties

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PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures. Meer informatie over PORTAX
Dolibarr is een pakket van zakelijke software om je activiteiten te beheren (contacten, facturen, bestellingen, producten, voorraden, agenda, e-mailings, enz.). Het is open source en gratis software ontworpen voor bedrijven, stichtingen en freelancers. Zowel in de cloud als lokaal beschikbaar. Meer informatie over Dolibarr
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
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. Meer informatie over HiddenLevers
HedgeGuard biedt beheersoftware voor beleggingsportefeuilles met tools voor orders, risico en naleving en capaciteiten voor positiebehoud en rapportage. Meer informatie over HedgeGuard
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. Meer informatie over Riskalyze
TOGGLE is door AI aangestuurde software voor financiële analyse om bedrijven te helpen marktgegevens in realtime te volgen en inzicht te krijgen in investeringen en kansen. Functies zijn onder andere gegevensvisualisatie, natuurlijke taalverwerking, het aanmaken van een portefeuille, e-mailwaarschuwingen en due diligence voor bedrijfsmiddelen. Meer informatie over 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. Meer informatie over Active Trader Pro
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
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. Meer informatie over 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. Meer informatie over XT-ERP
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. Meer informatie over Morningstar Office Cloud
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... Meer informatie over Seeking Alpha
Statmetrics is an all-in-one solution for portfolio analytics and investment research. Meer informatie over Statmetrics
Beanvest is a stock portfolio performance tracker that helps users in becoming better investors. Meer informatie over Beanvest

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