Investment Management Software: Enterprise Business (More than 2500) 

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Schwab Advisor Services
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
Janus Capital Group
Manage Your Clients' Investments With Our Tools, Advice, & Research.
Janus.com
Merrill Lynch Investing
When Your Financial Needs Change Our Financial Advisors Can Help
www.TotalMerrill.com
EAM/CMMS by EPAC Software
Web-based, Client Server, PC Full Featured, Easy, Affordable
www.epacst.com
Olympia Asset Management
Brokerage Securities Day Trading Financial Consultants Investments
www.olympiaassetmanagement.com
Money Management at USAA®
Guidance on long-term Financial Strategies. Join USAA Today.
www.USAA.com
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IMS is an integrated multi-currency investment management solution that maintains most any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (AIMR/GIPS, IRR plus more), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Accounting features: projects cash flows enabling "what if" analyses, complete history of activity, audit controls, reconcilement, flexible query/reporting and NAV/unitization.

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What WorksTM for Financial Services

Investment Management Software

Track and analyze investments easily with investment management software.
Investment management software offers businesses a range of features including informational downloads from brokerages and financial institutions, assistance with analyzing and setting investment goals and alerts on stock market news and prices. A good investment management software package will also include features allowing businesses to analyze capital gains to maximize return on investments, provide reliable research tools ... Read more