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Investment Planning Software

System Overview

Advanced securities portfolio management software. A smart toolkit to manage stock and fixed income portfolios for clients and make informed investment planning decisions. Forecasting module contains built-in models to project securities prices with given securities/country risk parameters.

Solution features:

  • Custom history analysis; Custom forecasting reports and charts;
  • Supports intra-day and end-of-day analysis;
  • Accurate Stock Quote Forecaster predicts stock prices with the ability to back test;
  • Technical Analysis summary reports for multiple indicators;
  • Portfolio yields;
  • Accounts yields.

Business Domains

Finance/Investment

 

Technology Domains

C#.NET

MS SQL 2000

 

Solution Type

Business Automation

Financial and Accounting Management

 

Industry

Finance/Investment