Swim School Software

ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.

AccounTrex is a portfolio and back office management system that truly automates trade matching across different accounts and account types, such as all DVP, Prime Broker and Cash accounts within a fu...

iLEVEL is a portfolio monitoring to streamline data collection and reporting solution.

A High-level Portfolio Management Platform Built for Active Investment Managers

PHI 1 is an all-in-one algorithmic trading platform that sets you free from daily mundane tasks, by automating them so you can focus on exploring opportunities in the stock market. Key Features: Adv...

Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business

ast, Accurate, Elegant Valuation

Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your investments in one place.

Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.