Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
Capterra.com
Investment Administration Software for Alternative Asset Management.
www.VitechInc.com
Track Both Hardware and Software. Integrated HelpDesk. Download Now!
ServiceDeskPlus.ManageEngine.com
Asset Management Tool For Software. Automated Discovery & Compliance!
Novell.com/Asset-Management
Inventory Management Solutions For Today's Forward-Thinking Companies!
www.CSGSystems.com
Our Business is Lending, And That's Still What we're Doing. Learn More
www.WayForward.JPMorganChase.com
Web based IT asset management Free Unlimited License. Sign up Now
www.NETKILLER.com
Versions for industry, facilities. European leader for 23 years.
www.carl-software.com
We Can Help You Succeed as an Independent Advisor. Learn More!
www.SchwabInstitutional.com
With average 15 years' experience to help you seek out opportunities.
www.morganstanleysmithbarney.com
#1 healthcare EAM software, used by 4 of the top 5 U.S. hospitals
www.stcroixsystems.com
Providor of software for risk management and portfolio optimization.
www.apt.com
Developer of FM Enterprise facilities and asset management software. Applications include inventory management, accounts payable, project and personnel management, job costing, estimating, purchasing and space planning.
www.assetworks.com
Provider of information products and services to the investment community, with primary emphasis on the institutional equity market.
www.baseline.com
PC-based set of portfolio management tools that answers all traditional investment questions, and includes variables such as inflation, economy's growth rate, volatility, & interest rate risk.
www.birr.com
Interactive products for asset allocation, retirement planning, and college planning.
www.breckmedia.com
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
Capterra.com
Developer of Captools(R) investment portfolio management software. The software is designed for individuals or professionals and gives management for securities such as stocks, bonds and mutual funds. The software also provides multicurrency a...
www.captools.com
Developer of capital and expendable assets management, inventory management and purchase order tracking software. The software runs on IBM PCs and compatibles. Products are sold primarily to the Fortune 1000 banking and insurance industries an...
www.cms-track.com
Global registry and technology organisation providing technology products and services to the securities industry.
www.computershare.com.au
Independent users group dedicated to providing computer and administrative support for financial professionals.
www.dbcams.com
Stock analysis by combining neural expert system with advanced math models. Establishes a knowledge base (model) for each stock and accumulates(through training) the influence of all major factors.
www.deepinsight.com
Developer of financial analysis and planning, asset and liability analysis, community reinvestment and FDIC call reporting software. HMDAREPORTER(tm) is for use by banks and helps them comply with the Home Mortgage Disclosure Act.
www.dpscsoftware.com
Investment related, market technical analysis software, educational products, data, add-ons.
www.equis.com
Provider of investment and performance portfolio management software. The software runs on multiple platforms and provides performace attribution and client reporting services. Products are sold to multiple industries. This company was capita...
www.firstrate.com
Provider of FAS, a comprehensive software solution for fixed asset management.
www.fixedassetaccounting.com
Counterparty trade communication facility for global investment industry.
www.fmco.com
Developer of software asset management software and software licensing software which helps users to enforce licensing provisions. Software runs on IBM compatibles and UNIX. Products are sold to other software developers.
www.globes.com
Collect, verify, and disseminate market data information for financial instruments for analysis and investment.
www.griffongroup.com
Provider of an integrated suite of financial decision-making tools that empower investors to take active control over their portfolios.
www.idayo.com
Web-based market risk management product utilizing daily datasets from JP Morgan and Reuters; securities & derivatives analysis.
www.ifs.dk
Provide an international exchange for information, data, business practices, local customs and all matters related to technical analysis in various financial centers.
www.ifta.org
Developer and marketer of corporate financial planning, analysis budgeting and modeling software. This software is used for financial simulation and forecasting and is used with Lotus 1-2-3, Excel and other personal computer spreadsheet program...
www.ilarsystems.com
Provides custom systems for trading, risk and portfolio management.
www.irisfinancial.com
Maintain performance data, search for best performing investments and statistical analysis of funds or managers. Asset allocation capabilities and client risk tolerance factors.
www.laportesoft.com
Developer of integrated financial management, planning and analysis, brokerage and portfolio management software. Software runs on PCs. Products are sold to multiple industries.
www.marketwatcher.com
Developer of lender and loan file software, bond-bidding analysis and investment, financial calculation and internal rate of return software. These packages interface with Lotus spreadsheets and run on IBM PCs and compatibles. Products are sol...
www.mathcorp.com
Trading decision support software: view market information, calculate theoretical values, and analyze risk directly from the desktop.
www.may.com
Provider of trading room cost management tools; vendor-independent software company based in the United Kingdom.
www.mdsl.com
Financial data publisher providing comprehensive fundamental and technical data on publicly-traded firms.
www.mgfs.com
Buy-out, valuations, screen deals, managed fixed assets, calculate depreciation.
www.moneysoft.com
Supplier of asset finance analytics, equity derivatives libraries and spreadsheet systems.
www.monis.com
Comparative Canadian mutual fund performance for both compound and annual returns.
www.morningstar.ca
Designs SEC and NASD Registration / Compliance Forms along with custom applications for investment firms and industry professionals.
www.netacn.com
Systems for asset allocation, portfolio optimization, risk management and performance attribution.
www.northinfo.com
Investment management and analysis program; portfolio management for up to 1000 portfolios of stocks, bonds, options, mutual funds, cash accounts, other assets and liabilities.
www.owlsoftware.com
Software for portfolio risk analysis using monte carlo simulation for systematic traders using Tradestation. Generate probability curves for risk and return.
www.portfolioriskanalysis.com
Supplies end-of-day and historical data for charting software users; trade ledger for tracking portfolios, and profits or losses.
www.primate.com
Provider of software that offers a set of risk management tools to value portfolios and evaluate risk under expected, historical and stressed conditions.
www.principiapartners.com
Investment Advisor and Broker-Dealer software and reference manuals; custom formware.
www.proformware.com
Handles corporate pension fund data. Track client information: reporting deadlines, fiscal year-end, broker account number, investment mandate, fee scale, etc. and/or link to existing accounting or performance data, track multiple investment pro...
www.protrak.com
Risk management products that identify, measure and manage financial risk in trading operations and investments.
about.reuters.com
Responsible for the creation and support of benchmark risk management products; distributes risk management research, data, software, and education.
www.riskmetrics.com
Retirement financial planning & cash flow management software.
www.scusami.com
Asset allocation and portfolio optimization software. SmartFolio utilizes the most up-to-date portfolio construction techniques. 30-days free trial.
www.smartfolio.com
Pro forma, other valuation, analysis, budgeting, profit leveraging and forecasting tools.
spreadware.com
Computes and graphs financial ratios and cash flow from SEC EDGAR filings with SIC access and stock quotes.
www.spredgar.com
The interface will read and reconcile all investment positions from the custody service with SymPro investment data. Also, the market values from the custodian can be used to report on total portfolio market value.
www.sympro.com
Analyze market trends with charts, and built-in communications with Dial/Data.
www.trendsoft.com
Offers profitable, disclosed, mechanical, Stock Market timing strategies with track records that can be fully reproduced against historical data. Contains 62 separate timing strategies for the stock market, bonds, and gold.
www.ultrafs.com
Covers both fixed-income and futures options.
www.wallstreetnet.com
Among the first to produce and distribute investment management tools for tasks such as, optimizing portfolios, developing dedicated and immunized portfolios and measuring performance.
www.wilshire.com
Makes trading software for commodities, bonds, stocks, currencies, and futures.
www.wintick.com
Developer of word puzzles, hobby management and financial software. The financial software is used for loans/mortgage and debt collection and runs on Windows and DOS. Word search and crossword puzzle software runs on Windows. File management s...
www.wintools.com
Developer of cash management, treasury management, and electronic banking software which increases productivity and control information flow and financial risk.
www.xrt.com
Provide tools for valuation of both vanilla and structured financial instruments and products.
www.zerodelta.com
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Investment Administration Software for Alternative Asset Management.
www.VitechInc.com
Track Both Hardware and Software. Integrated HelpDesk. Download Now!
ServiceDeskPlus.ManageEngine.com
Asset Management Tool For Software. Automated Discovery & Compliance!
Novell.com/Asset-Management
Using financial asset management software allows business owners to create a centralized location in which to store, catalog and retrieve hardware and software assets. Creating a centralized digital asset storage location will help you increase business revenue by allowing you to effectively sell and market your products and services.
Today there many financial asset management software packages from which businesses can choose. Providers of financial asset management software seek to help businesses track and record equipment, inventory parts and devices, provide labor scheduling and even predict the need for system maintenance. Consider the following tips on using financial asset management software to enhance your company’s asset management processes.
1. Outline your goals for using wealth management software.
2. Evaluate financial asset management system features.
3. Determine how to choose asset management software providers.
Action Steps
The best contacts and resources to help you get it done
Assess your need for financial asset management software
Financial asset management software isn't one size fits all. Because a financial asset management software application is used to centrally store information technology assets, it's important that when you using this software you assess the retrieval features of financial asset management software to ensure that you'll not only be able to store information, but also retrieve and catalog it easily.
I recommend: Read more about picking the right software for your business by reading asset-management-software.org. Learn the top tips on asset management programs by visiting CIO Update.
Learn more about financial asset management software functionality
In today's fast-paced business environment, owners must find solutions to help them streamline processes. Using wealth management software does that by offering solutions for securely archiving, maintaining, exporting and retrieving company asset information. Financial asset management software programs have the capacity to house a great deal of information. You can also use this software for reporting and cataloging.
I recommend: Check out the Asset Management Tips and Secrets Blog to read about using asset management software. Read more about financial asset management software by visiting News Blaze.
Compare providers of financial asset management software
There are many providers of financial asset management software programs. Using an asset management software program can help considerably decrease the number of hours employees will need to spend on cataloging and storing data about hardware and software assets, thus improving productivity. A financial asset management software provider can also customize programs to fit your specific business need.
I recommend: Check out Bobsguide.com to review a list of top accounting database software providers. You can also visit HotFrog to review a list of financial asset management software providers.
Tips & Tactics
Helpful advice for making the most of this Guide
- • No matter which provider you choose, there are a few basic factors to consider when purchasing and using financial asset management software. Inquiring about the product's scalability, security and value will ensure the software can keep your records confidential and continue to meet your needs as your business grows.
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
Knowing where your company's assets are, and how they're being used, is key to evaluating your company's progress and developing strategies for the future. With financial asset management software, you can more effectively track all of your company's monetary assets, and determine how best to use them. And because there's asset management software for any size business, even the smallest company can manage their money with the expertise of a well-established, successful corporation.
A financial asset management software application can help your company:
1. Maintain a real-time log of all company assets.
2. Keep track of which individuals or groups within the company use specific assets.
3. Evaluate the use of company assets, and determine what changes are needed.
4. Generate financial asset reports using an asset management software solution.
5. Plan for the future expenditure of financial assets.
Action Steps
The best contacts and resources to help you get it done
Use your asset management software program to help plan your budget
Forecast reporting software is a financial asset management system that uses your existing asset information to help you create short-term and long-term budgets. This financial asset management tool allows you to evaluate several budget options before you invest your company's financial assets in any plan or project.
I recommend: Forecast 4000, part of the Future Capital Expenditure Software line from Real Asset Management International, helps you develop future plans based on the asset information you have now, and also helps predict the impact of depreciation on your company's assets.
Supplement your financial asset management software with fixed asset tracking software
As important as your finances are, seeing the big picture requires an understanding of all of your company's assets--including your inventory, who uses these assets, and the life cycle and history of these assets.
I recommend: WiseTrack helps you track your fixed assets, and keep a record of the individuals or groups who use these assets. And, the software comes in several versions, including small business, corporate and enterprise editions.
Help your clients make the most of their money with wealth management software
An asset management software program can help individuals and businesses better manage their assets, but many still choose to let a third party oversee this process. If your firm provides these services, wealth management software can help supplement your staff's expertise.
I recommend: NorthStar Wealth Management Software comes in on-site and Web-based versions that you can implement by themselves, or integrate into your existing system. This financial asset management system features sophisticated analytics and client relationship management capabilities.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Be thorough when researching asset management software companies. Look at their websites, download a free trial version, and ask for a demo. Many providers of financial asset management software are happy to let you evaluate the program, and may also be available for a consultation before you buy. But seek outside opinions as well; ask other companies, your financial adviser, or your professional association if they recommend specific providers of financial asset management software.
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
A financial asset management system is a powerful tool, whether your business handles multinational operations or works locally in the community. This software helps businesses to combine and synchronize financial processes, organize assets and provide detailed reports. This technology ensures security and accuracy as well.
Providers of financial asset management software offer a variety of programs that are scalable and customizable to your business needs. Suppliers of financial asset management software have made it easy for most businesses to acquire financial asset management software education and training. While not all suppliers offer training, many do. Learning opportunities come in the form of:
1. Seminars that teach basic and advanced program functions.
2. Tutorials for self-guided instruction.
3. Comprehensive courses that cover very aspect of fixed asset tracking software.
Action Steps
The best contacts and resources to help you get it done
Take a class to learn how to use an asset management software program
Manufacturers of asset management software programs often provide classes and training sessions for customers. Training sessions can help your employees learn the program step by step. Courses are designed for new users, but will also be helpful to those who have trained to use an earlier release.
I recommend: Infor offers educational services for businesses that work with its asset management software titles. Classes come in the form of webcasts or on-site training. PS'Soft offers on-site project team training and classroom training for its software.
Attend seminars to learn how to best use wealth management software
If your company already uses a form of wealth management software, seminars are a quick and simple option for additional training. Most seminars cover the basics, but they may get more specific depending on who is doing the teaching. Seminars only take up a few hours and often integrate that latest news and technology in the industry.
I recommend: The IT Financial Management Association provides seminars and workshops for those who use all types of asset management software in the financial industry. BetterManagement provides an audio seminar that covers asset management technology and how to best use it for specific financial issues.
Use tutorials to learn about any financial asset management software application
Once your business chooses an asset management software solution, the next step is helping employees get familiar with its functions and features. If you cannot schedule a course to teach the program, many software titles have online tutorials available. This offers a convenient solution for quick training.
I recommend: Laser App Software offers tutorial movies that can help teach the features of its asset management program. Exforsys offers tutorials that can teach your staff to execute different features of its Oracle Asset Management applications.
Tips & Tactics
Helpful advice for making the most of this Guide
- • If you find asset management software providers that do not offer courses or seminars, the company may still offer tutorials or comprehensive user guides through customer support.
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.

