English Portfolio Management Software (1-10 of 29)

The Portfolio Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.

The Portfolio Optimization template calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk.

IMS is a multi-currency portfolio management & accounting solution. A scalable, integrated real time system, IMS maintains a wide variety of instruments including mutual funds (NAV), unitized funds and synthetics. Accounting features: projects cash flows & valuations, complete history of...

Architecturally OLYMPIC comprises a functionally rich Core system, and a range of integrated STP-oriented front-, middle- and back office modules which can be added to the Core as required. OLYMPIC functionality includes: • Private Banking • Wealth Management • Asset Management • Investment...

Soliam is a software package for the management of financial assets. Thanks to this completely integrated front to back and back to front solution for asset management - that is also multicompany, multicurrency and multistandard - you will be able to face the external pressure and at the same...

Principia SFP is the leading solution for the management and administration of structured finance operations as well as hybrid companies and structures. These include ABCP conduits, securities arbitrage conduits, structured investment vehicles (SIVs), credit derivative product companies (CDPCs)...

Axys is the industry standard portfolio management software solution.

3-in-1: .NET, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Incl. Perform Eval, Interp.

Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML.

3-in-1: .NET, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Incl. Perform Eval, Interp.