Portfolio Management Forum (Popularity:  )
(Score: 13.68)
Provides links to articles and reports from other sources on topics related to portfolio management, governance, business value, vendor management, and scorecarding. Sponsored by ProSight.
Category:
Main\Business\Investing\Resources
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Praemium share portfolio management (Popularity: )
(Score: 12.84)
Online Australian portfolio management program. Calculates and optimises capital gains tax liability.
Category:
Main\Home\Personal Finance\Software
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Croesus Portfolio Management System (Popularity: )
(Score: 12.80)
An advanced portfolio management software solution for the securities industry.
Category:
Main\Business\Investing\Money Managers\Software
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Topshare Portfolio Manager (Popularity: )
(Score: 12.48)
Portfolio management software specifically designed for Australian share investors. Helps understand portfolio performance and simplifies tax returns.
Category:
Main\Home\Personal Finance\Software
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Projistics Project Logistics Management (Popularity: )
(Score: 12.39)
Web-based project portfolio management software with features for Quality Assurance, Project Portfolio, Time Tracking, Collaboration, Bug Tracking, Task Management, and Executive Reporting.
Category:
Main\Computers\Software\Rentable
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Real Options and Portfolio Management (Popularity: )
(Score: 12.21)
Valuation and portfolio management services for pharmaceuticals, high technology, energy and financial services industries.
Category:
Main\Business\Investing\Money Managers
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Personal ASX Portfolio Manager (Popularity: )
(Score: 12.01)
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
Category:
Main\Business\Investing\Money Managers\Software
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Kmproject Management Solutions (Popularity: )
(Score: 11.95)
Web-based software for knowledge management, project management, and portfolio management.
Category:
Main\Computers\Software\Project Management
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Gravity Investments (Popularity: )
(Score: 11.63)
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation ...
Category:
Main\Business\Investing\Money Managers\Software
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Montecito Capital Management, LLC (Popularity: )
(Score: 11.42)
Specializing in financial planning, retirement services, investment management and portfolio management.
Category:
Main\Business\Financial Services\Financial Planning\Certified Financial Planners
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American Portfolio Services, Inc. (Popularity: )
(Score: 11.34)
Equity and fixed-income portfolio management.
Category:
Main\Business\Investing\Money Managers
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Emerald Capital Management (Popularity: )
(Score: 11.29)
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
Category:
Main\Business\Investing\Money Managers
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Portfolio Analyzer (Popularity: )
(Score: 11.29)
MSExcel based portfolio management system that calculates performance and factor exposures.
Category:
Main\Business\Investing\Money Managers\Software
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Portfolio Accounting System (Popularity: )
(Score: 11.29)
(Investment Systems Company) Integrated portfolio management and accouting tools
Category:
Main\Business\Investing\Software\Back Office
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Portfolio Monitor (Popularity: )
(Score: 11.29)
Automates many of the repetitive tasks associated with portfolio management.
Category:
Main\Business\Financial Services\Investment Services
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Verica Trust & Capital Management AG (Popularity: )
(Score: 11.28)
Swiss-based asset management firm specialised in private portfolio management and technical trading systems.
Category:
Main\Business\Investing\Money Managers
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PAM - family of solutions (Popularity: )
(Score: 11.24)
(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 ...
Category:
Main\Business\Investing\Software\Back Office
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Techfi - Portfolio 2000 (Popularity: )
(Score: 11.18)
A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
Category:
Main\Business\Investing\Money Managers\Software
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Portfolio Management Associates (Popularity: )
(Score: 10.91)
Offers credit management consulting, credit scoring, portfolio tracking and reporting systems and consumer credit training in the consumer finance, collections, small business finance and automobile finance industries.
Category:
Main\Business\Financial Services\Credit and Collection\Consulting
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Eze Castle Software (Popularity: )
(Score: 10.89)
Integrated trade order management for the investment professional. Trader's console networked application for the management of buy side trading desks, providing back office and portfolio management connectivity.
Category:
Main\Business\Investing\Software\Back Office
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Firefly itx (Popularity: )
(Score: 10.82)
Provides execution and portfolio management systems for buy-side institutions. Features include basket and portfolio trading, optimal liquidity channel access and sub-account allocation.
Category:
Main\Business\Investing\Brokerages\Online Brokers
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BDP (Popularity: )
(Score: 10.76)
Outsourcing solutions in application processing, data and document management, health and dental claims management, student loan services, portfolio management and transaction processing.
Category:
Main\Business\Business Services\Office Services\Data Management
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Ecofin Switzerland (Popularity: )
(Score: 10.73)
This group performs consultancy services and implements projects in risk management and portfolio management, credit risk management, data modelling and financial information.
Category:
Main\Science\Social Sciences\Economics\Forecasting and Consulting
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Charteris Treasury Portfolio Managers (Popularity: )
(Score: 10.57)
UK-based asset managers specialising in discretionary portfolio management
Category:
Main\Business\Financial Services\Investment Services
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APM - Altegris Portfolio Management (Popularity: )
(Score: 10.51)
Site describing Altegris Portfolio Management's partnership and principals.
Category:
Main\Business\Investing\Commodities and Futures\Brokerages
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Lawrence Capital Management (Popularity: )
(Score: 10.51)
Asset allocation, strategy implementation and portfolio management.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Investors Source (Popularity: )
(Score: 10.51)
Financial planning and portfolio management, web calculators and contact management.
Category:
Main\Business\Investing\Money Managers\Software
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Anchor Bay Capital Management and Securities (Popularity: )
(Score: 10.51)
Portfolio management, retirement and estate planning.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Santa Barbara Asset Management, Inc. (Popularity: )
(Score: 10.51)
Provides investment counsel and portfolio management services.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Strategic Capital Management, Inc. (Popularity: )
(Score: 10.50)
Professional investment counsel and portfolio management.
Category:
Main\Business\Investing\Money Managers
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Cabot Money Management (Popularity: )
(Score: 10.50)
Providing professional investment portfolio management.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Cornerstone Capital Management (Popularity: )
(Score: 10.49)
Customized portfolio asset management and alternative investment solutions.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Vance Capital Management (Popularity: )
(Score: 10.49)
Firm specializing in wealth management and custom portfolio allocations.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Alliance Investment Management (Popularity: )
(Score: 10.46)
Offshore brokerage accounts and portfolio management services based in the Bahamas.
Category:
Main\Business\Investing\Brokerages
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Weston Capital Management Inc. (Popularity: )
(Score: 10.46)
Fee-based advisor, specializing in investment banking, finance, and portfolio management.
Category:
Main\Business\Financial Services\Financial Consultants
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Uhlmann Price Securities, LLC (Popularity: )
(Score: 10.46)
Asset and portfolio management, alternative investments, trading and branch management.
Category:
Main\Business\Investing\Money Managers
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Advent Europe (Popularity: )
(Score: 10.46)
Financial software solutions for portfolio management, investment management, and partnership accounting.
Category:
Main\Business\Investing\Software\Back Office
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WrapManager, Inc. (Popularity: )
(Score: 10.46)
Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
Category:
Main\Business\Investing\Money Managers
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Peregrine Capital Management, Inc. (Popularity: )
(Score: 10.45)
Portfolio management with over $10 billion in assets.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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Westend Capital Management (Popularity: )
(Score: 10.41)
Portfolio management trust services financial planning and hedge fund in San Francisco.
Category:
Main\Business\Investing\Money Managers\Registered Investment Advisors
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