A continuación te presentamos nuestra lista de aplicaciones para Software de gestión de cartera de valores. Los filtros te ayudarán a acotar los resultados para que encuentres exactamente lo que estás buscando.

26 opciones de software

Dolibarr es un paquete de software empresarial para administrar tu actividad (contactos, facturas, pedidos, productos, acciones, agenda, correos electrónicos, etc.). Es un software de código abierto y gratuito diseñado para empresas, fundaciones y trabajadores independientes. Disponible tanto en la nube como a nivel local. Saber más sobre Dolibarr
Un rastreador de carteras fácil de usar que comprueba acciones y ayuda a vigilar las inversiones y los mercados. Supervisa el rendimiento de las inversiones con carteras. Ofrece información del mercado con listas de vigilancia. Muestra datos sobre el movimiento del mercado con gráficos de acciones dinámicos y diarios que incluyen indicadores... Saber más sobre StockMarketEye
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Saber más sobre HiddenLevers
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades... Saber más sobre Seeking Alpha
PYTHEOS is a collaborative action plan management solution. PYTHEOS offers companies and public bodies a 360 ° vision of their processes and issues through the implementation of a continuous improvement process. Saber más sobre PYTHEOS
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Saber más sobre Riskalyze
HedgeGuard es un software de gestión de carteras de inversión con herramientas para la gestión de pedidos, riesgos y cumplimiento, el mantenimiento de la posición y la creación de informes de capacidades. Saber más sobre HedgeGuard
TOGGLE es un software de analíticas financieras con IA diseñado para ayudar a las empresas a supervisar los datos del mercado en tiempo real y obtener información sobre inversiones y oportunidades. Las características incluyen visualización de datos, procesamiento de lenguaje natural, creación de carteras, alertas por correo electrónico y... Saber más sobre TOGGLE
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume. Saber más sobre Active Trader Pro
xtb is a platform that focuses on trading and offers its users a choice of many global markets. xtb also provides customer support – available on weekdays – for its users, which can be accessed via various channels. xtb's trading academy aims to streamline trading basics for those getting started. Saber más sobre xtb
Online investment portfolio tracker that syncs with brokers and automatically track trades, dividends, and corporate actions. Saber más sobre Sharesight
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting Saber más sobre Perfona
ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages. Saber más sobre ETNA Digital Advisor
XT-ERP is an enterprise resource planning and CMMS (computer maintenance management system) tool that is made up of various modules including sales & purchasing, contract management, CRM, stock management, help desk, production monitoring, geolocation, and reporting and BI. Saber más sobre XT-ERP
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. Saber más sobre ByAllAccounts
Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities. Saber más sobre Morningstar Office Cloud
Statmetrics is an all-in-one solution for portfolio analytics and investment research. Saber más sobre Statmetrics
PORTAX es un software de planificación y gestión de carteras basado en Windows que ayuda a los inversores a optimizar sus carteras después de impuestos, asignar activos y modelar diferentes estructuras de impuestos y propiedad. Saber más sobre PORTAX
Beanvest is a stock portfolio performance tracker that helps users in becoming better investors. Saber más sobre Beanvest
Wealthsimple Trade is a trading application that aims to make stock trading streamlined and secure. This app is fully mobile is part of its user appeal. No transaction fees are charged, and no minimum account balance is required. Saber más sobre Wealthsimple Trade
To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​ - $100+ Billion in Alternatives Managed on the Platform - $5 Trillion in AUM among Vidrio Clients - 1000+ Fund Managers monitored by Vidrio on behalf of allocators Saber más sobre Vidrio Financial
TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations. Saber más sobre TheInvestorNet
Improve the management of your entire investment activity with our Front-to-Back solution dedicated to Private Equity and Non-Listed companies. Capital Venture provides investment and portfolio management alongside a CRM. Saber más sobre Capital Venture
Navexa is a powerful portfolio tracking & reporting tool that allows investors to track stocks, crypto, currency and more in a single analytics account. Saber más sobre Navexa
MarketRisk is a stock portfolio management software that helps businesses allocate diversified portfolios and assets according to risk levels. It helps optimize the performance of portfolios and generate reports for different performance years of the past. Saber más sobre MarketRisk

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