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.

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23 softwareopties

PORTAX is op Windows gebaseerde software voor portfoliobeheer en -planning die beleggers helpt met portfolio-optimalisatie na belastingen, activatoewijzing en modellering van verschillende belasting- en eigendomsstructuren. 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
Seeking Alpha biedt tools voor aandelenmarktanalyse om te helpen bij het beheer van de aandelenportefeuille. Met deze oplossing hebben gebruikers toegang tot aandelenprijzen en grafieken, diepgaand nieuws en analyse, realtime updates, investeringsnieuwsbrieven, gegevensvisualisaties, vergelijkingen met collega's en meer. Seeking Alpha kan... Meer informatie over 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. Meer informatie over 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. Meer informatie over Riskalyze
HedgeGuard biedt beheersoftware voor beleggingsportefeuilles met tools voor orders, risico en naleving en capaciteiten voor positiebehoud en rapportage. Meer informatie over HedgeGuard
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
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. Meer informatie over 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 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
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. Meer informatie over 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. Meer informatie over Morningstar Office Cloud
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
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. Meer informatie over 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 Meer informatie over Vidrio Financial
TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations. Meer informatie over 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. Meer informatie over Capital Venture

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