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Financial Asset Management Software

Developers and providers of computer programs useful in asset management.
Asset Management Software
Offers automated accounting solutions for hedge funds, private equity funds and family offices.
www.fundcount.com
Financial Asset Management Software
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
Capterra.com
Asset Management
HP & ITAM - Learn More at hp.com. Get Info on HP's IT Asset Manager.
www.hp.com
Asset Management Software
Free Demo of most widely-used EAM/CMMS software available.
www.Infor.com
Asset Tracking Software
Move Beyond Spreadsheets to a True Asset Management Solution
www.NetSimplicity.com
Asset Management Software
Track your Assets easily and affordably. Try the demo today!
www.redbeam.com
Asset Keeper by Pro-Ware
Easy to use, affordable fixed asset depreciation software!
www.proware-cpa.com/ak-gad.html
Asset management sofware
Versions for industry, facilities. A European reference for 20 years.
www.carl-international.com
StrongTech Asset Mgmt
Maps and Docs Integration Manage physical AND digital assets
www.strongtech.com
Asset Management
OS Deployment, Asset Intelligence & More w/ MS Configuration Manager.
Microsoft.com/SystemCenter
Microsoft Dynamics US
ERP Software Comparison Online Demos, Pricing and Services
www.softwareshootouts.com
Asset Management Software
Complete web-based asset management Call for live demo. (713) 667-7778
www.sfwllc.com
Listings
AbleSys Corporation
Makes trading software for commodities, bonds, stocks, currencies, and futures.
www.wintick.com
Advisor Consultant Network (ACN)
Designs SEC and NASD Registration / Compliance Forms along with custom applications for investment firms and industry professionals.
www.netacn.com
Algorithmics, Inc.
www.algorithmics.com
Annabec, Inc.
www.annabec.com
APT Investment Management
Providor of software for risk management and portfolio optimization.
www.apt.com
Asset Management Software
Offers automated accounting solutions for hedge funds, private equity funds and family offices.
www.fundcount.com (Paid)
AssetWorks, Inc.
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
Baseline Financial Services, Inc.
Provider of information products and services to the investment community, with primary emphasis on the institutional equity market.
www.baseline.com
Beauchamp Financial Technology Ltd.
Established by IT directors from investment banks in the City of London; products support trading activities of investment banks, hedge funds and fund management institutions; principal product is the Trading Data Platform.
www.bftl.com
BIRR Portfolio Analysis, Inc.
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
Breck Media
Interactive products for asset allocation, retirement planning, and college planning.
www.breckmedia.com
Captools Co.
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
Certified Management Software, Inc.
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
Computershare
Global registry and technology organisation providing technology products and services to the securities industry.
www.computershare.com.au
DPSC Software, Inc.
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
Elliott Wave
Trading software.
www.prognosis.nl
Envision Financial Systems, Inc.
Shareholder accounting software.
www.enfs.com
Equis International
Investment related, market technical analysis software, educational products, data, add-ons.
www.equis.com
Financial Asset Management Software
Compare Financial Asset Management Software using Capterra's free, comprehensive directory.
Capterra.com (Paid)
Financial Computer Support, Inc.
Independent users group dedicated to providing computer and administrative support for financial professionals.
www.dbcams.com
First Rate Investment Systems
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
Fixed Asset Accounting and Management Systems
Provider of FAS, a comprehensive software solution for fixed asset management.
www.fixedassetaccounting.com
FMC - Financial Models Inc.
Counterparty trade communication facility for global investment industry.
www.fmco.com
Globetrotter Software, Inc.
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
Griffon Group, LLC
Collect, verify, and disseminate market data information for financial instruments for analysis and investment.
www.griffongroup.com
iDayo Investor
Provider of an integrated suite of financial decision-making tools that empower investors to take active control over their portfolios.
www.idayo.com
ILAR Systems, Inc.
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
Imagine Software, Inc.
Risk management; view specified calculations real-time.
www.imagine-sw.com
Innova Financial Solutions
Web-based market risk management product utilizing daily datasets from JP Morgan and Reuters; securities & derivatives analysis.
www.ifs.dk
Insight Software Solutions, Inc.
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
International Electronic Communications, Inc.
Edgar filing services and conversion software; financial printing, multimedia and internet development.
www.iecinc.com
International Federation of Technical Analysts
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
Iris Financial Engineering Systems, Inc.
Provides custom systems for trading, risk and portfolio management.
www.irisfinancial.com
Landing Electronic Corp.
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
LaPorte Asset Allocation System
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
Market Data Services Limited
Provider of trading room cost management tools; vendor-independent software company based in the United Kingdom.
www.mdsl.com
Math Corp.
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
May Consulting - MicroHedge
Trading decision support software: view market information, calculate theoretical values, and analyze risk directly from the desktop.
www.may.com
Media General Financial Services, Inc
Financial data publisher providing comprehensive fundamental and technical data on publicly-traded firms.
www.mgfs.com
Micro Trading Software, Inc.
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
MMR Software
Calculates savings bond values.
www.mysavingsbonds.com
MoneySoft, Inc.
Buy-out, valuations, screen deals, managed fixed assets, calculate depreciation.
www.moneysoft.com
Monis Software
Supplier of asset finance analytics, equity derivatives libraries and spreadsheet systems.
www.monis.com
Montgomery Investment Technology
Covers both fixed-income and futures options.
www.wallstreetnet.com
Morningstar
Comparative Canadian mutual fund performance for both compound and annual returns.
www.morningstar.ca
Nirvana Systems
Automated market analysis software.
www.nirv.com
Northfield Information Services
Systems for asset allocation, portfolio optimization, risk management and performance attribution.
www.northinfo.com
Owl Software
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
PALTrak Inc.
Mutual funds analysis software.
www.morningstar.ca
Portfolio MCS
Software for portfolio risk analysis using monte carlo simulation for systematic traders using Tradestation. Generate probability curves for risk and return.
MCS Features | What is MCS | Why get MCS | Using MCS
www.portfolioriskanalysis.com(Paid)
Primate Software, Inc.
Supplies end-of-day and historical data for charting software users; trade ledger for tracking portfolios, and profits or losses.
www.primate.com
Principia Partners
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
ProFormWare,Inc.
Investment Advisor and Broker-Dealer software and reference manuals; custom formware.
www.proformware.com
ProTrak International, Inc.
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
Quantal International
Returns-based risk model of portfolio management.
www.quantal.com
RAD Solutions LLC
Real-time portfolio management and accounting system.
www.radsolutionsllc.com
Reuters Risk Management
Risk management products that identify, measure and manage financial risk in trading operations and investments.
about.reuters.com
RiskMetrics Group
Responsible for the creation and support of benchmark risk management products; distributes risk management research, data, software, and education.
www.riskmetrics.com
Scusami Financial Applications
Retirement financial planning & cash flow management software.
www.scusami.com
Spreadware
Pro forma, other valuation, analysis, budgeting, profit leveraging and forecasting tools.
spreadware.com
Spredgar Software
Computes and graphs financial ratios and cash flow from SEC EDGAR filings with SIC access and stock quotes.
www.spredgar.com
SunGard Trading and Risk Systems
Worldwide provider of integrated trading systems for regulatory, compliance and risk management reporting.
www.risk.sungard.com
SuRPAS
Client record keeping system that permits a range of assets to be traded, stored and reported to the client/investor.
www.surpas.com
SymPro: Financial Services Interface
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
Syscorp Investment Systems
Track the value and after tax performance of investment portfolios on a global basis.
www.syscorp.com.au
Towers Data Systems
Hypothetical illustration system used in mutual fund marketing.
www.towersdata.com
Trendsetter Software
Analyze market trends with charts, and built-in communications with Dial/Data.
www.trendsoft.com
Ultra Financial Systems
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
Wall Street: The Bottom Line
Investment tracking tool.
www.mindspring.com
Wealth Management Software
Provider of wealth management software and services, including technology to financial services companies.
www.wms-plc.com
Wilshire Associates Inc.
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
Winfund Software Corporation
Back-office software program that was designed for mutual fund dealers to create a client contact database, information manager, and investment portfolio, and allow fund purchases to be electronically entered into client accounts.
www.winfund.com
XRT-CERG
Developer of cash management, treasury management, and electronic banking software which increases productivity and control information flow and financial risk.
www.xrt.com
Zero Delta Analytics
Provide tools for valuation of both vanilla and structured financial instruments and products.
www.zerodelta.com
  • Advent Software Inc.
  • Barra, Inc.
  • Comino Group Plc
  • MRO Software, Inc.
Asset Management
HP & ITAM - Learn More at hp.com. Get Info on HP's IT Asset Manager.
www.hp.com
Asset Management Software
Free Demo of most widely-used EAM/CMMS software available.
www.Infor.com
Asset Tracking Software
Move Beyond Spreadsheets to a True Asset Management Solution
www.NetSimplicity.com

Guide to Financial Asset Management Software

Use your company's financial assets more efficiently with a financial asset management system


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.

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How-To Guide from WORK.COM

By Lea Terry
Use your company's financial assets more efficiently with a financial asset management system.
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 ... Read more
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