Investment Management Software
Investment Portfolio Software for complete
control and analysis of multiple client accounts. Quickly monitor
investment performance against goals. The database includes sophisticated allocation planning and
rebalancing tools for up to the minute management of investments. Manage
stocks, bonds, options and mutual funds with added risk and strategy categories.
A single button press updates all account pricing and yields with automatic
report generation suitable for submission to clients.
Tired of juggling multiple spreadsheets and spending hours maintaining a
balanced portfolio for your clients? We can create a custom database which
will provide you with the exact tools you need to manage multiple accounts in
1/10th the time you spend now.
What if scenarios and model portfolios can be generated with a couple of button
clicks. Add dynamic links to Microsoft Excel to perform ad hoc data
analysis and complex graphical output. Investment management can be done
efficiently with the proper software. We can develop that software at a
Contact us today.
Sample Client Investment Allocation report.
Links to Yahoo Finance automatically retrieve current stock and mutual fund statistics including sales volume and current price. Combine this feature with rapid analysis tools
and quarterly or year-end rebalancing becomes nearly effortless. The actual number of shares including fractional parts
is displayed to purchase or sell to rebalance portfolios.