83件の結果
キャプテラが無料の理由
税引後の複数期間にわたるポートフォリオ最適化および財務計画ソフトウェアです。国際通貨および税金を含みます。 PORTAXの詳細
税引後の複数期間にわたるポートフォリオ最適化および財務計画ソフトウェアです。資産クラスの予測、モンテカルロ・シミュレーション、マージン・トレーディング、国際通貨および税務が含まれます。

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Dolibarrの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
資産運用担当者や個人投資家向けの使いやすいポートフォリオ管理ソフトウェア。Win、Mac、iOS、Androidで投資を追跡することができます。
資産運用担当者や個人投資家向けの使いやすいポートフォリオ管理ソフトウェア。Windows、Mac、iOS、およびAndroidに対応しています。ポートフォリオ、ウォッチリスト、チャート、アラートなどの機能が搭載されています。StockMarketEyeを使用すると、複数の投資ポートフォリオの追跡が容易になり、市場をモニタリングして投資を効果的に管理することができます。データはローカル・コンピュータに保存されますが、統合オンライン同期サービスによりユーザー間で共有することができます。StockMarketEyeは、Windows、Mac、Linux、Android、iOSで利用することができます。 StockMarketEyeの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. HiddenLeversの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Websoftware for monitoring action plans
PYTHEOS is designed for companies or public organizations wishing to have a 360° vision of the progress of the actions carried out by their employees and partners. Structured according to strategic focuses or processes, the objectives of the action plans are measured by Operational KPIs The action plans are themselves broken down into projects and operational actions. -Each action leader monitors their roadmap in real time - Monitoring the progress of actions by priority and by status PYTHEOSの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis.
Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Markets, EODHistoricalData.com and Quandl for live financial data. It is distributed as an Excel Add-in and is fully integrated with Excel, providing a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products including stocks, stock indices, commodities, currencies and cryptocurrencies. Excel Price Feedの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. FinFolioの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
暗号資産ヘッジファンド向けに開発された暗号資産ポートフォリオ管理ソフトウェアは、暗号資産への投資を簡素化します。
HedgeGuardは、暗号資産管理に対して取引やポートフォリオの管理用ソフトウェアおよび経営管理サービスを提供します。 クラウドベースのポートフォリオ管理システムとアウトソーシングの経営管理サービスを利用すると、最適なポートフォリオ管理や運用効率を実現できます。これらのソリューションは、競争が激化する現代の環境でポートフォリオ・マネージャーが直面する課題を把握している、元投資家によって開発されました。 シドニー、ボストン、パリ、ベイルートに拠点を構えています HedgeGuardの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs & asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, & access world-class models and research in the Riskalyze Partner Store. Riskalyzeの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. Stock Portfolio Organizerの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
TOGGLE AIは、ポートフォリオの保有資産に影響を与える可能性の要素に関するアラートを提供します。
TOGGLEは、プロの投資家だけでなく、すべての投資家がヘッジファンド・グレードのツールを利用できるようにすることで、アクティブな投資家の競争の場を解放します。 TOGGLE Copilotは、無料で利用できるスマートなポートフォリオ・ダッシュボードです。評価や勢い、成長などを網羅し、これらの測定基準やデータの変化が証券に与える影響に関するアラートを毎日受信できます。 TOGGLE Proは、完全なプロフェッショナル・スイートです。ノーコード・データ・サイエンスからAIで生成される投資のインサイトまで、機会を逃すことはありません。 TOGGLEの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.
Cloud-based financial risk management solution that lets businesses manage portfolio and analyze stock values.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time. iLEVELの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental
Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.
Web-based portfolio management tool which provides an overview of all types of investments through automated reporting.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.
Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
MAUS StockMarket Plus is an Easy-To-Use portfolio management software for any investor.
A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to simplify and automate the process! MAUS StockMarket Plusの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Ledgexの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Stock market analysis tools to help with portfolio management.
Stock market analysis tools to help with portfolio management.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Tykr is a stock screener and informational platform that helps manage investments.
Tykr is a stock screener and education platform all-in-one. It guides you throughout your entire investing journey and helps you reduce risk and manage your own investments. Tykr has an easy-to-understand rating system that clearly informs you on why a stock is rated On Sale (potential buy), Watch, or Overpriced (potential sell). This gives you the confidence to move forward and positions you as the expert when you share this knowledge with family, friends, and other investors. Tykrの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Automated portfolio and back-office management system for multi account (Prime/DVP/Cash) Syndicate Trading funds.
AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds. Centralized portfolio management is enabled through automatic download of balance and transaction data from all Cash and Prime Broker accounts in a Funds system, interrelating multiple Prime, DVP and Cash account activity via patent-pending automatic transaction matching algorithms. AccounTrexの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.
Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Desktop based investment software for portfolio management.
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Investment Account Managerの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting, outsourced fund services and a data warehouse. Integrataの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.
Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.
Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.
Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.
Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.
Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.
Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.
Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Portfolio management and accounting software with AUM reporting for independent financial advisers.
Portfolio management and accounting software with AUM reporting for independent financial advisers.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.
tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for venture capital and PE funds.
Software for portfolio valuations, portfolio analysis, deal analysis and scenario planning for VC and PE funds. Derivatas has long been a leader in full-service valuations for VC funds and 409A valuations for startups. Now we license our powerful software directly to funds so they can save time and money by doing it themselves. The most fully featured software in the market, yet user friendly and value priced. Derivatas is a proud partner of the National Venture Capital Association. Derivatasの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.
A fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Digitalise and automate business processes: secure, flexible and simply user-friendly. With no-code. With Lobster_pro.
Starting from a clean datapool, Lobster_pro supports transparency and optimum control of business processes. It deconstructs data islands that have built up over time and facilitates fast access to the requested information. It presents business processes comprehensively without media breaks and orchestrates them. Thanks to Lobster’s no-code technology users can hit the ground running. No other approach to implementing digital transformation could be faster or more flexible. Lobster_proの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.
Useful software for portfolio advisory companies and investment managers. System can generate different reports for clients.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Analytic software for stock portfolio managers.
Analytic software for stock portfolio managers.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
White label digital advisor out-of-the-box software for brokers, robo-advisors, fund managers and RIAs.
ETNA's white label digital advisor platform was created to facilitate traditional financial advisors, wealth managers and RIAs seamlessly transition to offering digital advice. Introduce goal-based investments and digital advice to your clientele with ETNA Digital Advisor. Focus on unique investing algorithms, user experience, exceptional customer experience. ETNA Digital Advisor Platform enables easy online access to customer dashboards, digital user onboarding, risk profiling and more. ETNA Digital Advisorの詳細

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Investment platform that centralizes portfolio and order management in a single multi-asset application
Investment platform that centralizes portfolio and order management in a single multi-asset application

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.
Stock market share trading money, risk and trade management software. Remove emotion, control risk and monitor trading performance.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理
End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.
End-to-end algorithmic trading platform. If you have a trading strategy, you can build, test & deploy orders in 5 minutes.

機能

  • ポートフォリオ会計
  • 税務管理
  • ポートフォリオ管理
  • 在庫管理