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Horter Investment Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of...
Platforms: iOS
License: Freeware | Size: 8.7 MB | Download (7): Horter Investment Management App Download |
The program has been created to support the decision processes in investment management. It will be useful not only for an investor, investment advisor or an asset manager, but also for anyone who intends to enter the world of investments and explore the use of portfolio theory in practice. The...
Platforms: Windows 7, Windows
License: Demo | Cost: $16.49 USD | Size: 572 KB | Download (25): Tuning Portfolio Download |
Moneydance is a full-featured personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more. Moneydance project is has an...
Platforms: *nix
License: Shareware | Cost: $14.00 USD | Size: 3 MB | Download (79): Moneydance Download |
APIC AIF Training Conference Schedule and general Thornburg Investment Management information. Requirements: iOS 6.0 or later. Compatible with iPad.
Platforms: iOS
License: Freeware | Size: 17.8 MB | Download (8): 2014 APIC AIF Training Conference Download |
Created by Brinker Capital, a leading investment management firm, The Absolute Return Mixer is a relative return vs. absolute return asset allocation app. It is designed specifically to help financial advisors navigate the complexities of determining how much of a clients portfolio should be...
Platforms: iOS
License: Freeware | Size: 10 MB | Download (7): Absolute Return Mixer Download |
Being part of a group retirement and savings plan means you pay lower investment management fees not typically available with individual plans. The fees are lower because theyre calculated using the combined purchasing power of everyone in the group plan. Use this calculator to see the...
Platforms: iOS
License: Freeware | Size: 14.2 MB | Download (7): Engineers Canada My Group Advantage Calculator Download |
Horizon Investment Management Group is proud to bring you our own App! Some of the things our app can do for you: - Check out Notifications for new messages, coupons and specials straight from us - Obtain access to track your investment accounts - The app contains some calculators that will help...
Platforms: iOS
License: Freeware | Size: 15.9 MB | Download (7): Horizon IMG Download |
Welcome to Rathbones View, the news and market insight app from Rathbones, one of the UKs leading providers of discretionary investment management. -------- The value of your investments and the income from them may go down as well as up, and you could get back less than you invested --------...
Platforms: iOS
License: Freeware | Size: 7.7 MB | Download (7): Rathbones' View for iPad Download |
Meet Rowling & Associates An independent, fee-only advisory firm, Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning services. You can sleep well at night knowing that we act out of fiduciary duty, the obligation to put your...
Platforms: iOS
License: Freeware | Size: 17.3 MB | Download (7): RA Updates App Download |
AIM Application helps the user to understand the risk and opportunity of stock trading.It uses a proportional algorithm to calculate the risk envelope for buying and selling shares. For more information on Automatic Investment Management log on to http://www.aim-users.com . Visit (...
Platforms: Windows Phone
License: Freeware | Size: 1024 KB | Download (7): AIMCalculator Download |
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative...
Platforms: Windows
License: Shareware | Cost: $490.00 USD | Size: 8.74 MB | Download (201): SmartFolio Professional Edition Download |
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and...
Platforms: Windows
License: Shareware | Cost: $599.00 USD | Size: 11.81 MB | Download (201): SmartFolio Download |
A complete personal finance management program that lets you get control of your money! Adarian Money helps you analyze how much you have spent, how much is left available, and what's your net worth. Money also reminds you of upcoming bills, alerts you when overdrafts or over-credit-limits are...
Platforms: Windows
License: Demo | Cost: $30.00 USD | Size: 5.2 MB | Download (29): Adarian Money 5.0 Build Download |
Information presented in this app is intended for investment advisors only. Before downloading the app, you must have an Advisor Access account. To create a free account, please visit http://rbcgam.com/advisor-access No matter where you are, enjoy the simplicity and convenience of easy access on...
Platforms: iOS
License: Freeware | Size: 38.2 MB | Download (11): RBC Global Asset Management Advisor Download |
Accounting software for Traders & Investors
TICKTRACK is a portfolio tracking/tax reporting software with the BEST FUNCTIONS & DIRT CHEAP PRICE .
..... TICKTRACK a powerful investment tracking tool working with: common stocks (long, short), stock options, mutual funds, etc... You can keep...
Platforms: Windows
License: Demo | Cost: $0.00 USD | Size: 600 KB | Download (346): TickTrack Portfolio Keeper Download |
eiDesktop provides unique statistical and economic analysis of over 20,000 current stocks, mutual funds, and indexes. Using patented Eta Analysis, you can easily see the economic risks associated with a given asset. eiDesktop also allows you to determine how much hidden economic risk is present...
Platforms: Windows
License: Freeware | Size: 2.35 MB | Download (117): eiDesktop Download |
Stock Risk Wizard provides unique statistical and economic analysis of over 20,000 current stocks, mutual funds, and indexes. Using patented Eta Analysis, you can see the economic risks associated with a given asset. Stock Risk Wizard also shows you how much hidden economic risk is present in a...
Platforms: Windows
License: Freeware | Size: 2.38 MB | Download (169): EconomicInvestor Stock Risk Wizard Download |
CTS Managed Forex Account is a powerful application designed to provide the individual investor with access to the foreign exchange currency market. Traditionally, this market has been closed to the average person.
The Forex market is an investment vehicle alternative to the traditional...
Platforms: Windows
License: Shareware | Cost: $29.78 USD | Size: 7.1 MB | Download (94): CTS Managed Forex Account Build Build Download |
ProTrak Mobile is a companion application to the desktop version of ProTrak Advantage CRM solution. ProTrak International, Inc. has been in business for the past 27 years offering a Client Relationship Management (CRM) solution built exclusively for the investment management industry. ProTraks...
Platforms: iOS
License: Freeware | Size: 10.8 MB | Download (7): ProTrak Mobile Download |
BankTree Personal Finance helps organize and manage your income and expenditure, putting you back in control of your money. BankTree Personal Finance allows you to record your income and expenditure, supports multiple currencies, record transfers between accounts, balance your accounts, and check...
Platforms: Windows
License: Shareware | Cost: $37.60 USD | Size: 1.18 MB | Download (150): BankTree Personal Finance Download |