| Investment Software: |
Back Office:
- BRUT
ECN - (Nasdaq Trader)
Low cost and equitable Electronic Communications Network (ECN).
Designed specifically to make market liquidity more
cost-effective and accessible for trading businesses.
- CADRE
- (Data Exchange Systems Ltd) A mission critical financial
valuation and settlement engine covering a broad spectrum of
products and markets for treasury, capital markets, risk
management arena's.
- CAESAR
- (Finacial Database Service) A dynamic relational database
that automates critical back office functions, such as Client
Account Maintenance, Transaction Processing, Compliance
Review, and Commission Accounting.
- Client-Assyst
- (Assyst-Software & Consultancy) a client database, back
office software package for the IFA and other financial
advisers to administer their business and manage their client
data.
- ComplyPlus
- (Curo Systems) Monitoring system for the investment
management industry.
- DealDynamo
- (Netage Solutions Inc) An software suite that allows venture
capital, private equity, buyout, fund-of-funds, and secondary
investment firms to organize knowledge about deals, contacts,
intermediaries, and investors.
- DemandPerformance
- (Demand Performance) A hypothetical performance tool for
mutual fund firms and investment professionals.
- FactorSoft
- (Bayside Business Solutions) A complete portfolio management
system, covering all operation and collection aspects of
invoice-based factoring and A/R finance.
- FFastFill
- (FFastFill) FFastFill is the leading provider of Application
Services for trading and risk management on electronic
markets.
- Financial
Advisor Client Toolkit - (Oceanview Software) Desktop
application for Independent Financial Advisors
- Financial
PathFinder - (FinTech) Financial planning software
- Financial
Portfolio Management (FPM) System - (Computer Design Ltd)
An integrated front and back office system for institutional
investment management and private banking.
- FIX
Engine - (InfoReach) an enterprise-strength solution for
companies planning to use FIX protocol for electronic exchange
of financial information and Straight Through Processing (STP).
- Fix
Engines - (B2Bits) High Performance FIX Engines, FIX
Testing and Certification. FIX engine and engines for all
platforms together with an array of FIX testing, certification
and Diagnostic tools.
- FundDynamo
- (Netage Solutions Inc) Outlook-based application that allows
funds of funds, fund administrators, family offices, advisors,
gatekeepers, and other institutional investors to organize all
contact and due diligence information in a central repository,
profile fund managers, track performance and investments.
- FUNDS
- (Pheonix Systems Inc) A family of interactive mutual fund
transfer agent and shareholder recordkeeping systems.
- Funds
Total - (FundsTOTAL) a real-time straight-through
processing solution that gives traders, portfolio managers and
operations managers assistance in managing their funds
- FundTrader
- (Phoenix Systems Inc) Interactive mutual fund shareholder
sub-accounting and client servicing system.
- FUTRAK
- (Investment Support Systems Inc) Risk and Hedge management
software solution designed for the management of Energy,
Commodities, Foreign Exchange and Interest Rate derivative
instruments.
- GateMate
Suite - High performance real-time automatic contribution,
trading and deal capture system for market makers.
- Globe
HySales - (Bell Globemedia Publishing Inc) Sales software
for mutual fund sales professionals.
- InstaQuote
- (Direct Access Software) Tool able to execute trading
strategies on any exchange.
- Investment
Management System (IMS) - (Isis Financial Systems) a
portfolio management and accounting system. A scalable, fully
integrated real time solution, IMS offers flexible accounting,
portfolio modeling, Positions Workshop-scenario trade tool,
compliance, and flexible reporting tools.
- InvestorDynamo
- (Netage Solutions Inc) Product line for use by hedge fund,
fund of funds, private equity, venture capital funds and
investment advisor professionals.
- Maestro
- (Artisan Software) Broker-dealer management system
- MFACT
- (Global Investment Systems) Fund accounting solution
- MHEDGE
- (Global Investment Systems) Solution for Hedge Fund
Accounting
- MPACS
- (Phoenix Systems Inc) Interactive, mutual fund
portfolio/fund accounting system, able to process funds of
every type. MPACS combines portfolio, general ledger and
pricing functions into a single integrated system that is
intuitive enough to be used by non-fund accountants.
- MPARTNER
- (Global Investment Systems) Accounting solution for hedge
funds, investment partnerships, offshore funds, fund families
and commodity pools.
- MSHARE
- (Global Investment Systems) Shareholder Management Solution
- MyForex
Trading Platform - (Finatek) retail Forex trading
platform: trading right from the chart, back office
administration, market-making with automated risk management,
plus STP to major liquidity providers in the FX market.
- .Net
FIX Engine - (Onix Solutions) High performance FIX Engine
with .Net API. The FIX Engine is fully compliant with FIX
Protocol and facilitates developing of FIX trading
applications as well as FIX diagnostic, FIX certification, and
FIX testing tools.
- OpsMonitor
Service Bureau - (iVestigo) Operational risk management
and monitoring for the financial sector, providing secure
remote monitoring and reporting of business critical services
and applications
- PAM
- family of solutions - (Princeton Financial Systems) The
PAM family of portfolio management and accounting systems’
functionality automates the investment process, fully
integrating your portfolio management, trading, operations and
reporting functions to facilitate straight-through-processing
of your investment operations.
- Perform
- (Opalit Solutions) Portfolio Management Software for
handling of hedge funds
- PhotonTrader.
- (Photon Trader Inc) Web or direct/workstation futures
trading platform system, connected to all major futures
exchanges.
- Piranha
- (OffshoreTek Software) A multi-purpose system designed to
allow Offshore finance professionals to control their
back-office operating procedures and gives the owner of an
offshore structure, passive and active control of his/her
business.
- Portfolio
Server - (Portfolio Server) Providing financial
institutions with professional services enabling them to
enhance their existing business operations.
- proTrack
- (Track Data Corporation) Execution & market data
platform designed for the institutional marketplace.
- QuickFIX
C++ FIX Engine - (Open Source) A full-featured open source
FIX engine.
- Quote
Loader - (IT Locus) Real time and historical quotes
downloader
- RISKART
- (Tomatwoo Cesac S.p.A.) Solution designed to provide
integrated support to all exchange rate and interest rate risk
management activities and to securities and commodity
portfolio management in general.
- Secure
Financial Transaction Infrastructure - (SIAC) A high
capacity infrastructure that improves the overall resilience
of the financial industry's data communications connectivity.
This highly reliable infrastructure offers firms access to the
trading, clearing and settlement, market data distribution and
other services SIAC provides on behalf of most of the U.S.
securities industry's exchanges and utilities.
- Securities
ProStation - (Securities BackOffice Solutions, Inc) A
total securities front-end; import and back-end-processing
system designed for fully disclosed broker-dealers, brokerage
firms, bank subsidiaries and insurance or mutual fund
broker-dealers.
- Securities
SurveillanceStation - (Securities BackOffice Solutions,
Inc) Fully automated Compliance Exception Reporting System
designed to meet the needs of any firms compliance department.
- ShadoSuite
- (Shadow Financial Services Corp.) A global securities
transaction system designed to handle the complex transactions
of Institutional Investors and well as the volume of retail
brokerage firms.
- Sophis
RISQUE - (Sophis Int.) A cross asset and front to back
office solution that enables investment banks to implement
Straight Through Processing along their trading activity.
- Sophis
VALUE - (Sophis Int.) A cross asset and front to back
office solution that enables asset managers to implement
automated workflow and to monitor their risk along their
portfolio management activity.
- Spyder
- (OffshoreTek Software) Securely and confidentially upload
and consult documents online with no physical trace on local
hard-disk of these files. A full file-management system
featuring infinite sub-directory creation, cut/copy/paste
functions, various access level to control the documents
viewers/editors and a versioning engine to keep track of any
change occured on them is built in.
- Sterling
Trader Manager - (Sterling Technologies Inc.) A direct
access trading platform developed specifically for the purpose
of monitoring the activity of professional traders and market
makers.
- Sterling
Trader Pro - (Sterling Technologies Inc.) An all-purpose
trading platform software
- TheBooks
- (DMAXX,LLC) Software for CTAs and CPOs, a suite of
integrated tools tailored to the needs of the CTA with managed
accounts.
- TimeScape
Enterprise Solutions - (Xenomorph Software Limited) Data
management suite that unites data management, connectivity,
pricing analysis, delivering a single view through time of all
asset classes.
- TORA
- (Tora Trading Services) multi-broker electronic trading
platform in Asia. The system is linked to over 25 brokers to
trade equities, futures, index options, single stock options,
convertible bonds, spreads, and baskets in Australia, Hong
Kong, Japan, Korea, Singapore, Taiwan, and Thailand.
- Tradeplex
- (Tradeplex) an electronic platform for automated trading in
global equities, futures and options, FX, and CFDs
- TradingScreen
- (Exchange Systems Technology Ltd) International company that
links institutional investors and sell side firms together to
facilitate order routing, execution management, clearing, and
additional value added services.
- TranStar
- (TS Partners, Inc.) A system for managing both bond
processing and stock transfer account activity. system
- Vermilion
Reporting Suite (VRS) - (Vermilion Software plc) [Client
Reporting Package] Client Reporting software solution for
asset managers (institutional, retail, high-wealth, etc)
streamlining the process of portfolio booklet and fund
factsheet generation. Workflow controlled multilingual Word,
PDF, PowerPoint, Excel, HTML, CSV and XML format client report
outputs.
- Visual
FAST - (Transfer Solutions, Inc) mutual fund transfer
agency software - mutual fund companies, banks and service
agencies use this to perform transfer agency services.
- WealthSpectrum
- (Applied Software) Modular Wealth Management Platform with
integrated CRM
- Webfolio
- (Digital Shape Technologies) An asset management software
platform for the alternative investments industry. Webfolio
customers include several well-known fund of funds managers in
Europe and North America.
- WebSecurities
Enterprise - (LongView International Inc) An integration
infrastructure that enables low-cost thin client applications
and straight-through processing to extend current systems.
Calculators:
- Bureau
Of Public Debt - Basic online calculators for savings
planning, growth and tax advantage estimates.
- Cacahuete
Properties - Software to help real estate investors select
residential rental properties using cash flow, rate of return
and other forms of investment analysis.
- The
Carlisle Group - Multiple-user application for whole loan
origination, tracking, servicing, trading, and risk
management.
- DataRevelation
Inc. - Return on investment solver shareware calculator
for calculating roi.
- Exchange
Systems Technology Ltd - Margin calculator for global
exchange traded derivatives, equities and bonds products.
- EZ-Rent
- A free negative gearing simulator for Australian property
investors.
- Fairmont
Technology Group - Windows-based investment performance
measurement software to calculate time and dollar weighted
returns.
- Finance
Logix - Financial calculation software for investment
professionals and financial advisors, featuring retirement
planning, education planning, estate planning, and investment
analysis.
- Financial
Calculators - Financial calculators such as debt
management, tax planning, insurance, investments, and savings.
- Financial
Software Limited - Provides CGix capital gains tax
calculator software for financial services companies in the
UK.
- Fiscal
Agents Financial Services Group - Financial tools that
provide investment and planning calculators designed to assist
you in exploring your financial options and opportunities.
- Force10
Software - Calculate the future value of both periodic and
lump-sum investments, the beginning value of periodic
withdrawals, and generate an amortization table.
- Graphx
Ware Inc. - Real estate investment software for a complete
investment analysis.
- Harmony
Business Solutions - Calculates the disallowed losses due
to the wash sale rule covered under Internal Revenue Code Sec.
1091(a).
- Invest
Finance - Investment software for real estate, industrial,
and financial industries.
- Invidion
- Calculators for different aspects of personal financial
planning.
- Irrq
Finance IQ - Online calculation of net yields and net
present values according to the internal rate of return.
Payments can be processed with their exact dates.
- JDP
Software - A windows financial calculations program for
investments and lending.
- Lygea
Calculators - HP-12C software calculator look-alike for
the Pocket PC.
- Margill
- Interest calculation software for loan repayments, interest
on late payments, mortgage calculations, lease calculations,
late rent and investment options comparisons.
- Margin
Account Calculator - Accounting software designed for
margined futures traders. Compatible with live data feeds for
real time analysis.
- Monte
Carlo Plans - Simulation software for life insurance
agents to compare equity index annuities versus market
investments.
- Newman
Information Systems - A set of fixed income analytical
tools like bond calculators, bond swap, and total return
analysis.
- Option
Analysis - Offers return on investment, cash flow and
sales proceeds analysis for residential rental income
properties, vacation or personal homes.
- Osaba
Inc. - Offers financial calculator for wealth managers and
the technology professionals.
- Pinvot
Points - Investment software that calculates the pivot
points widely used by floor traders to find support and
resistance levels based on the high low and close levels of
the previous trading day or period.
- Prescosoft
- Software for financial advisors, retirement planners, and
brokers.
- RealBenefits
- Real estate investment and development software.
- Secure
Office 123 Inc. - Calculates rate of return, net present
values, irr, cash flow, financial ratios, amortization,
business plans, balance sheets, and budgets.
- Soft
Green Corporation - Property management and income
analysis software.
- Swap
Calc - Includes interest rate swap payments, adjusts
payment, period end, reset, and compounding dates, and
verifies computations.
- Tools
for Money - Features a variety of personal finance
software.
- Trader
Soft - Stock software for calculation of option price,
implied volatility, and option greeks.
- Web
Risk - Risk management and options pricing with source
code by Ralph Lange.
- West
Appraisal Analysis Inc. - Real estate appraisal software,
calculates cap rates, yield rates, direct capitalization, and
discounted cash flow analysis.
- Wheatworks
Software - Financial calculators for consumers and
professionals in the banking, real estate, mortgage and
financial services industries.
- Wright
Computer Group - Investor summary calculates return on
investment, cash flow and tax on sale.
- The
Yield Book Inc. - A fixed income analytics system.
|
|
