Investment Banking and Brokerage Software Key Terms

Learn investment banking and brokerage software key terms to maximize technological productivity

By Christine Pollock

Study investment banking and brokerage software key terms to understand all the options your computer software has to offer. Knowing the terminology helps you manipulate the programming to meet your own specific standards and requirements.

Manipulate data and create reports based on your understanding of investment banking and brokerage software key terms. This knowledge also helps you determine which specific software titles meet your unique criteria and optimal business performance.

Stock

Stock is the capital a corporation raises by issuing shares and entitling holders to ownership interest. Investment banking and brokerage software keeps track of the stock offerings and prices.
Try: Currency-Trading-Basics.com discusses ways businesses might use brokerage software to keep track of stock investment. It offers links to more detailed information.

Mutual Funds

Investment banking and brokerage software keeps track of mutual fund investments, which are investments professionally managed, pooling together resources from multiple investors for stocks and bonds.
Try: BNET offers reviews and links to information on several types of investment banking and brokerage software. It highlights software that works with mutual funds.

Technical analysis

Professionals often use investment banking and brokerage software for technical analysis, which analyzes past market prices and changes in the pricing in an attempt to forecast price changes for the future.
Try: The Financial Pipeline offers a detailed explanation of the way a technical analysis works. It cites examples of the types of technical analysis offered in software and highlights specific types of software.

Fundamental analysis

Investment banking and brokerage software often performs a fundamental analysis, a method for valuation of business operations and financials.
Try: BuckInvestor.com details the way fundamental analysis works as it provides intellectual analysis of business information. It covers a variety of tools used for fundamental analysis.

Capital markets

A capital market is a market where governments and companies raise long-term funds in the securities market. Investment banking and brokerage software keeps track of money exchanges between investors and companies and other financial institutions.
Try: The University of Iowa Center for International Finance and Development details the importance of capital markets and defines the term capital markets in depth.

Contract management

Sometimes called contract administration, contract management keeps a record of transactions between businesses, clients and employees. Investment banking and brokerage software keeps records of the contracts.
Try: CobbleStone Systems highlights the benefits of using contract management software. It defines several different solutions and discusses software tool customization.