Merrill Lynch Wealth Mgmt
Help²Rebuild Your Assets Today Find Your Local Financial Advisor
www.TotalMerrill.com
Help²Rebuild Your Assets Today Find Your Local Financial Advisor
www.TotalMerrill.com
Investment Software
Try Wizetrade ® Free for 30 Days & Learn to Trade - Limited Time Only!
www.Wizetrade.com
Try Wizetrade ® Free for 30 Days & Learn to Trade - Limited Time Only!
www.Wizetrade.com
Portfolio Management
Software Service Solutions For The Independent Investment Professional
www.PowerAdvisorTools.com
Software Service Solutions For The Independent Investment Professional
www.PowerAdvisorTools.com
Business Management Suite
for small and mid-size businesses. Microsoft Dynamics NAV wins awards!
www.DynamicsWest.com
for small and mid-size businesses. Microsoft Dynamics NAV wins awards!
www.DynamicsWest.com
Hedge Fund Software
Tools for investors and managers. Performance analysis and ranking.
www.pertrac.com
Tools for investors and managers. Performance analysis and ranking.
www.pertrac.com
A
ARM Group, The
Provides contract management software, groupware messaging software, portfolio management software, capital markets and investment banking software.
www.admgroup.com
Provides contract management software, groupware messaging software, portfolio management software, capital markets and investment banking software.
www.admgroup.com
AIQ Systems
Developer of financial expert systems software. The software provides stock and mutual fund technical and fundamental analysis; trend analysis; and decision making. The software runs on IBM PCs and compatibles. Products are sold to profession...
www.aiq.com
Developer of financial expert systems software. The software provides stock and mutual fund technical and fundamental analysis; trend analysis; and decision making. The software runs on IBM PCs and compatibles. Products are sold to profession...
www.aiq.com
AnalyzerXL
Producer of a family of software investment tools for charting, technical analysis and data downloading using Microsoft Excel.
www.analyzerxl.com
Producer of a family of software investment tools for charting, technical analysis and data downloading using Microsoft Excel.
www.analyzerxl.com
Aspen Research Group, Ltd
Provides real-time software tracks for up to one million symbols from 7 datafeeds. Subscriptions cover support, upgrades, data, charts, quotes, news, indicators, alarms, color rules, formulas, and Excel links.
www.aspenres.com
Provides real-time software tracks for up to one million symbols from 7 datafeeds. Subscriptions cover support, upgrades, data, charts, quotes, news, indicators, alarms, color rules, formulas, and Excel links.
www.aspenres.com
B
CSI Complex Systems, Inc.
Developer of financial trade applications software. The financial software is used for international trade finance applications. Banktrade(tm) is a collections and reimbursements package. The software will also manage electronic letters of cr...
www.banktrade.com
Developer of financial trade applications software. The financial software is used for international trade finance applications. Banktrade(tm) is a collections and reimbursements package. The software will also manage electronic letters of cr...
www.banktrade.com
Bob's Guide to Financial Technology
Directory of risk management, back office, trading, and financial consulting software providers and their products.
www.bobsguide.com
Directory of risk management, back office, trading, and financial consulting software providers and their products.
www.bobsguide.com
Brady PLC
Supplier of trading and risk management solutions to banks and corporations.
www.bradyplc.co.uk
Supplier of trading and risk management solutions to banks and corporations.
www.bradyplc.co.uk
BSP Partners
Provider of software for the implementation and support of fully integrated and flexible software solutions for securities and tTreasury departments of financial institutions.
www.bspartners.de
Provider of software for the implementation and support of fully integrated and flexible software solutions for securities and tTreasury departments of financial institutions.
www.bspartners.de
C
Customized Database Systems, Inc.
Customized solutions and consulting for the financial services industry. Includes systems dedicated to high-yield trading, Bloomberg communications software, and loan syndication.
www.cds-software.com
Customized solutions and consulting for the financial services industry. Includes systems dedicated to high-yield trading, Bloomberg communications software, and loan syndication.
www.cds-software.com
Capital Management Sciences, Inc.
Developer of BondEdge(R) for Windows fixed income portfolio management software and InSite(R), Internet delivered market data software which uses push technology and is provided as a subscription service. The software runs on Windows systems. ...
www.cms-info.com
Developer of BondEdge(R) for Windows fixed income portfolio management software and InSite(R), Internet delivered market data software which uses push technology and is provided as a subscription service. The software runs on Windows systems. ...
www.cms-info.com
CommScan
Research firm providing investment banks, asset managers and corporations with in-depth transaction information and analysis on the equity and fixed income capital markets, credit markets and the mergers and acquisitions market.
www.commscan.com
Research firm providing investment banks, asset managers and corporations with in-depth transaction information and analysis on the equity and fixed income capital markets, credit markets and the mergers and acquisitions market.
www.commscan.com
Compliance Tools, Inc.
Developer of compliance software for the financial industry. The software allows client, brokerage and goverment rules to be followed before a trade is put through. Products are sold to the financial industry. This company was capitalized by ...
www.compliancetools.com
Developer of compliance software for the financial industry. The software allows client, brokerage and goverment rules to be followed before a trade is put through. Products are sold to the financial industry. This company was capitalized by ...
www.compliancetools.com
Computer Design
Company providing portfolio management and investment accounting software STP systems for investment trusts, private client banking, and hedge funds.
www.computerdesign.co.uk
Company providing portfolio management and investment accounting software STP systems for investment trusts, private client banking, and hedge funds.
www.computerdesign.co.uk
Cuffs Planning and Models, Ltd.
Developer of financial planning software. Provider of consulting development and custom applications software programming services. The financial planning software is used by corporate strategic planners, directors, investment bankers and fina...
www.cuffs88.com
Developer of financial planning software. Provider of consulting development and custom applications software programming services. The financial planning software is used by corporate strategic planners, directors, investment bankers and fina...
www.cuffs88.com
CWB Systems Services
Global supplier of business and information technology services to the financial markets, including IT consultancy, ecommerce, risk, knowledge management and managed services.
www.cwb.com
Global supplier of business and information technology services to the financial markets, including IT consultancy, ecommerce, risk, knowledge management and managed services.
www.cwb.com
D
Daily Rocket, Inc.
Developer of portfolio management software. The software runs on Windows 95. Provider of financial information services. Products are sold to multiple industries. This company was capitalized by private investment.
www.dailyrocket.com
Developer of portfolio management software. The software runs on Windows 95. Provider of financial information services. Products are sold to multiple industries. This company was capitalized by private investment.
www.dailyrocket.com
Derivicom
Provider of financial software tools designed to improve portfolios and risk management systems. Includes advanced derivative analytics, financial add-ins and analytical libraries.
www.derivicom.com
Provider of financial software tools designed to improve portfolios and risk management systems. Includes advanced derivative analytics, financial add-ins and analytical libraries.
www.derivicom.com
DevPlan, Inc.
Developer of financial planning software which runs on Windows platforms. Company also designs and hosts websites. Products are sold to the real estate industry.
www.devplan.com
Developer of financial planning software which runs on Windows platforms. Company also designs and hosts websites. Products are sold to the real estate industry.
www.devplan.com
E
Layer Eight
Provider of software used for pricing interest rate derivative transactions.
www.eight.com
Provider of software used for pricing interest rate derivative transactions.
www.eight.com
Exchange Data International
Provides financial software and data to the back offices of the investment banking industry.
www.exchange-data.com
Provides financial software and data to the back offices of the investment banking industry.
www.exchange-data.com
F
FinPoint
Provider of trading and risk management software supporting functionality across all traded instruments and securities.
www.finpoint.com
Provider of trading and risk management software supporting functionality across all traded instruments and securities.
www.finpoint.com
First Derivatives (FDL)
Provider of market risk management software and consulting services.
www.firstderivatives.com
Provider of market risk management software and consulting services.
www.firstderivatives.com
Forex Capital Management
Supplies quotes, charts, currency accounts, currency trading software, state-of-the-art back office systems, worldwide access, daily research reports and currency databases.
www.forexcapital.com
Supplies quotes, charts, currency accounts, currency trading software, state-of-the-art back office systems, worldwide access, daily research reports and currency databases.
www.forexcapital.com
Front Capital Systems
Provider of software solutions for institutional trading desks and online brokerage operations.
www.front.com
Provider of software solutions for institutional trading desks and online brokerage operations.
www.front.com
Financial Technologies International (FTI)
Provider of software that processes and standardizes transactions and market data, distributing information over the Internet to clients and to enterprise users.
www.ftintl.com
Provider of software that processes and standardizes transactions and market data, distributing information over the Internet to clients and to enterprise users.
www.ftintl.com
Financial Trading System
Offers options, futures, bonds, stocks & mutual fund software.
www.ftsweb.com
Offers options, futures, bonds, stocks & mutual fund software.
www.ftsweb.com
I
Information Internet
Provider of software for online trading platforms for brokerage firms.
www.info-int.com
Provider of software for online trading platforms for brokerage firms.
www.info-int.com
Investment Support Systems, Inc.
Developer of financial software. FUTRAK(R) interest rate risk management back office system provides functions for trading support, accounting, transaction processing and report generation. F.A.C.T.S.(tm) advanced currency trading system is us...
www.inssinc.com
Developer of financial software. FUTRAK(R) interest rate risk management back office system provides functions for trading support, accounting, transaction processing and report generation. F.A.C.T.S.(tm) advanced currency trading system is us...
www.inssinc.com
Intermark Solutions
Provider of front, middle and back-office trading management systems for capital-market traders, corporate treasurers, hedge funds and money managers.
www.intermarkit.com
Provider of front, middle and back-office trading management systems for capital-market traders, corporate treasurers, hedge funds and money managers.
www.intermarkit.com
Intuitive Products International
Developer of software designed to integrate and enhance derivative trading systems to add full middle- and back-office functionality.
www.ipicorp.com
Developer of software designed to integrate and enhance derivative trading systems to add full middle- and back-office functionality.
www.ipicorp.com
IQ Financial Systems
Provider of institutional trading desk, risk management and commercial lending software.
www.iqfinancial.com
Provider of institutional trading desk, risk management and commercial lending software.
www.iqfinancial.com
K
Kalahari
Developer of analytical and price discovery software for front-office traders in banks, money brokers, corporations, other trading institutions as well as the energy markets.
www.kalahari.co.uk
Developer of analytical and price discovery software for front-office traders in banks, money brokers, corporations, other trading institutions as well as the energy markets.
www.kalahari.co.uk
L
LDB Consulting
Develops software that assists financial accounting and regulatory reporting staff within the securities industry to compute capital charges.
www.ldbci.com
Develops software that assists financial accounting and regulatory reporting staff within the securities industry to compute capital charges.
www.ldbci.com
LinnSoft Investment Software
Develops market analysis software packages that charts and analyzes market data.
www.linnsoft.com
Develops market analysis software packages that charts and analyzes market data.
www.linnsoft.com
Cablesoft, Inc.
Developer of investment management software, Livewire(tm). Software runs on Windows, Windows NT, Windows 95 and Windows 98. Products are sold to multiple industries.
www.livewire-cablesoft.com
Developer of investment management software, Livewire(tm). Software runs on Windows, Windows NT, Windows 95 and Windows 98. Products are sold to multiple industries.
www.livewire-cablesoft.com
Leading Market Technologies, Inc.
Developer of software for professional traders, analysts and investment managers. EXPO 3.0(tm) is an advanced analytics and decision support software for use with high-frequency financial time-series data. Applications include risk management,...
www.lmt-expo.com
Developer of software for professional traders, analysts and investment managers. EXPO 3.0(tm) is an advanced analytics and decision support software for use with high-frequency financial time-series data. Applications include risk management,...
www.lmt-expo.com
Lombard Risk Management
Provider of risk management, institutional trading desk and valuation software. Also provides risk management consulting services.
www.lombardrisk.com
Provider of risk management, institutional trading desk and valuation software. Also provides risk management consulting services.
www.lombardrisk.com
LongView International
Provider of software for trading desks and risk management departments.
www.lvi.com
Provider of software for trading desks and risk management departments.
www.lvi.com
M
MathWorks
Integrated technical computing environment that combines numeric computation, advanced graphics and visualization and a high-level programming language.
www.mathworks.com
Integrated technical computing environment that combines numeric computation, advanced graphics and visualization and a high-level programming language.
www.mathworks.com
Mamdough Barakat Software
Derivative software for the pricing, risk management, trading, arbitrage, fund management and auditing of securities, options, futures and swaps in the convertible, fixed income, commodities, energy, equities, foreign exchange and money markets.
www.mbrm.com
Derivative software for the pricing, risk management, trading, arbitrage, fund management and auditing of securities, options, futures and swaps in the convertible, fixed income, commodities, energy, equities, foreign exchange and money markets.
www.mbrm.com
MetaStock
Produces a family of software investment tools for charting and technical analysis.
www.metastock.com
Produces a family of software investment tools for charting and technical analysis.
www.metastock.com
MicroHedge
Provider of software to view options market information, calculate theoretical values, and analyze risk directly from the desktop.
www.microhedge.com
Provider of software to view options market information, calculate theoretical values, and analyze risk directly from the desktop.
www.microhedge.com
Mimics, Inc.
Developer of a wide variety of investment management software. Products include software for purchase/sale of numerous types of domestic and foreign bonds, notes, bills, CDs, stocks and securities; account activity; and portfolio management. T...
www.mimics.com
Developer of a wide variety of investment management software. Products include software for purchase/sale of numerous types of domestic and foreign bonds, notes, bills, CDs, stocks and securities; account activity; and portfolio management. T...
www.mimics.com
Monis Software, UK
Supplier of derivatives analytics, supplying libraries, applications, data and services for analyzing and managing most derivatives – equity, fixed income/interest rates, FX, credit and more.
www.monis.co.uk
Supplier of derivatives analytics, supplying libraries, applications, data and services for analyzing and managing most derivatives – equity, fixed income/interest rates, FX, credit and more.
www.monis.co.uk
Murex
Fully integrated office software solutions to handle cash and derivatives trading and processing in the areas of foreign exchange, energy and commodities, equities and interest rates.
www.murex.fr
Fully integrated office software solutions to handle cash and derivatives trading and processing in the areas of foreign exchange, energy and commodities, equities and interest rates.
www.murex.fr
N
StockTick
Offers a stock quote portfolio tracking software that uses the Internet to get investment information on stock and mutual fund investments.
www.naconsulting.com
Offers a stock quote portfolio tracking software that uses the Internet to get investment information on stock and mutual fund investments.
www.naconsulting.com
Diamond Financial Software
Software development firm specializing in using Neural Networks in the financial industry.
pweb.netcom.com
Software development firm specializing in using Neural Networks in the financial industry.
pweb.netcom.com
O
Bridger Systems
Provider of economic and trade sanction compliance services for banks, insurance companies and other financial service institutions.
www.ofaccompliance.com
Provider of economic and trade sanction compliance services for banks, insurance companies and other financial service institutions.
www.ofaccompliance.com
Open Link Financial
Provider of software for capturing, processing and managing trading desk deals.
www.olf.com
Provider of software for capturing, processing and managing trading desk deals.
www.olf.com
Orimos
Offers software systems and professional consulting services for financial instrument pricing and risk management.
www.orimos.de
Offers software systems and professional consulting services for financial instrument pricing and risk management.
www.orimos.de
P
Portfolio Science
Creates tools that allow online financial services to add portfolio and individual security risk analysis capabilities to their web sites.
www.portfolioscience.com
Creates tools that allow online financial services to add portfolio and individual security risk analysis capabilities to their web sites.
www.portfolioscience.com
InvestorTools.com
A non-profit association that offers investing resources for members and guests.
www.powerinvestor.com
A non-profit association that offers investing resources for members and guests.
www.powerinvestor.com
S
MSR Technology
Provider of software that provides the mortgage servicer with the necessary tools for quantifying and reducing the interest rate and prepayment risk inherent in the servicing portfolio.
www.servicing.com
Provider of software that provides the mortgage servicer with the necessary tools for quantifying and reducing the interest rate and prepayment risk inherent in the servicing portfolio.
www.servicing.com
Simcorp
Supplier of investment management and treasury management systems in Northern Europe.
www.simcorp.dk
Supplier of investment management and treasury management systems in Northern Europe.
www.simcorp.dk
Spreadsheet Modeling
Workbooks and CDs that teach finance professionals how to program various instruments, models and corporate finance topics in Excel spreadsheets.
www.spreadsheetmodeling.com
Workbooks and CDs that teach finance professionals how to program various instruments, models and corporate finance topics in Excel spreadsheets.
www.spreadsheetmodeling.com
StockWiz
Offers a stock analyzer program that enables sophisticated screening and ranking queries.
www.stockwiz.com
Offers a stock analyzer program that enables sophisticated screening and ranking queries.
www.stockwiz.com
T
TechHackers
Developer of software tools and enterprise systems for securities trading, risk management, fixed income, derivatives, credit risk, option pricing, convertible bonds, swaps and capital markets.
www.thi.com
Developer of software tools and enterprise systems for securities trading, risk management, fixed income, derivatives, credit risk, option pricing, convertible bonds, swaps and capital markets.
www.thi.com
U
United Data, Inc.
Developer of back office accounting software for brokerage firms. The software runs on Novell networks. The company also is a reseller of standard accounting packages.
www.united-data-inc.com
Developer of back office accounting software for brokerage firms. The software runs on Novell networks. The company also is a reseller of standard accounting packages.
www.united-data-inc.com
W
Winterra Software Group
Develops, sells and licenses software products, including business and consumer products, stock market applications, and Internet-related software products. Also provides software development contracting services.
www.winterra.com
Develops, sells and licenses software products, including business and consumer products, stock market applications, and Internet-related software products. Also provides software development contracting services.
www.winterra.com
Company Profiles – Click here to view
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Merrill Lynch Wealth Mgmt
Help²Rebuild Your Assets Today Find Your Local Financial Advisor
www.TotalMerrill.com
Help²Rebuild Your Assets Today Find Your Local Financial Advisor
www.TotalMerrill.com
Guide to Using Investment Banking and Brokerage Software
Increase productivity and efficiency with investment banking and brokerage software solutions
By Rachel Davy, Writer/Editor
Use stock tracking software to help you track monitor investment accounts for yourself and your clients. Here are some things to consider about using investment banking and brokerage software:
1. Manage your client's investments with stock investing software.
2. Administer all of your trades with stock market trading software.
3. Use brokerage solutions to process trades.
Action Steps
The best contacts and resources to help you get it done
Use stock investment software to help you manage your client's investments more efficiently
Investment banking software programs let you administer your clients' accounts and access information about trades and market indexes. Banking software can help you manage your currency with trade processing solutions. Use stock tracking and stock analysis software so that you can create histories of data feeds of financial information. This will help you efficiently analyze stocks so you can more easily predict winners and give yourself and your clients financial success.
I recommend: Learn how an investment software program helped brokers pick winners better than ever before at Reuters. Use the stock investing software from Checklist Investor, which gives you the ability to research public companies so that you can determine their investment potential. Wallstreet Systems offers investment banking systems that help banks increase trade volumes in a high-volume solution while decreasing the costs of transactions. The stock tracking software from NotePage offers has such capabilities as the ability to track multiple portfolios.
Increase your time and ability to manage trades with stock trading software programs
Knowing when to invest in a stock or sell is crucial to your success as a stock broker. There are stock trading systems that come with the ability to track and analyze companies so that you can help your clients determine the best ways to manage their stock portfolios.
I recommend: Learn about buying stock trading software and how it can help your new investors to navigate the stock market at Online Stock Trading, and then learn about some of the best stock trading software programs available at BusinessKnowledgeSource.com. Use the program at OmniTrader to help you make stock trading decisions faster than ever before. The program will help you analyze stocks so that you can determine when is the perfect time to buy or sell.
Use brokerage solution software programs to help you manage and process trades to meet client needs
The ability to determine bullish or bearish market trends has a lot to do with the success of your business. Use brokerage software programs to help you create client portfolios, analyze market trends, and create charts and histories of specific stocks or companies so that you can more efficiently predict winning trades.
I recommend: Read the article from MarketWatch to learn how one stock brokerage software program from Interactive Brokers Group is helping global markets process trades. Use the brokerage solutions from Archer Analysis. Its program, Bull's Eye Broker, creates charts based on the bullishness of a specific portfolio. It also offers trend lines so that you can easily mark and keep up with market trends to more easily meet your clients' needs.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Take the time to learn about the different features offered by various investment banking and brokerage software programs to find the solution that meets the requirements of your business.
Investment banking software provides the backbone of all investment banking firms. At some point, all brokerages will use some form of investment software.
There is a wide range of brokerage software that a company will need to effectively run their business. Stock trading software can analyze the stock market and helps brokers to make important decisions regarding their clients' investments. Investment software will help keep track of investments. A good customer relations' management tool is also essential.
Consider the following when you decide to buy investment banking and brokerage software:
Tips & Tactics
There is a wide range of brokerage software that a company will need to effectively run their business. Stock trading software can analyze the stock market and helps brokers to make important decisions regarding their clients' investments. Investment software will help keep track of investments. A good customer relations' management tool is also essential.
Consider the following when you decide to buy investment banking and brokerage software:
- The types of investment banking software that your company needs. Do you need a full suite of products or a single application?
- The level of support your company must have. Many companies offer 24-hour technical support. Some require an additional fee.
- Whether brokerage software already exists for your needs. If not, you might need something custom built for you.
Action Steps
The best contacts and resources to help you get it done
Use stock investment software to track your clients' investments
When you manage several client's portfolios, you'll need a tool to keep track of it all. Stock trading software will track these investments.
I recommend: Trading Blox offers detailed charts of your clients' portfolios. Askton Software offers many solutions for the stock trading professional.
Choose a stock analysis software to track and predict market trends
Stock trading software will help you to track market trends. Trading software can easily point out when you should buy or sell your stocks.
I recommend: Stock A Pro offers a free video guide to their product. Their stock tracking software is simple to use. VectorVest allows you to analyze any stock free when you sign up to be a member.
Have stock investment software created just for your business
If you can't find a program that can suit your needs out of the box, then have a programming company design a solution just for you. This will eliminate any worries you may have.
I recommend: You can have Silex3 develop a software application for you. Guru.com allows you to search for freelance developers.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Make a list of your company's investment banking software needs before you search for a program. When you do this, you can be sure that you're getting a solution that is right for you.
- • Software providers offer various levels of customer and technical support. Consider this when choosing a software provider.
- • Sometimes you need to purchase two or more software products to serve your needs. Do not get hampered down trying to find the one perfect solution when two programs will do just fine.
Guide to Investment Banking and Brokerage Software Basics
Learn about different stock brokerage software solutions and how they can benefit your business
By Rachel Davy, Writer/Editor
There are many different kinds of investment software programs available, so it will be important to learn about them so that you can find the solution that best fits your business needs. Here are some things to consider about investment banking and brokerage software basics:
1. Learn about the different kinds of stock market trading software programs that are available and the benefits of using them.
2. Get information about what stock analysis and stock tracking software can do to help your business
3. Find out about brokerage and investment banking systems, their uses and how they will benefit your business.
Action Steps
The best contacts and resources to help you get it done
Learn about the benefits of stock trading software
Make stock trading easier with stock market trading software programs. Now you can easily analyze the market and calculate industry indexes, while have an easier time deciding which shares to buy or sell. You can gather vital information from interactive computer screens and graphs and then input trades with a point and a click.
I recommend: Learn about the benefits of using stock trading software by reading the article at SniperForex. Read about selecting the best stock market trading software from Online Stock Trading Guide. Look through the list of trading software programs at Findapp.com.
Find out about stock investment software that analyzes and tracks stocks and markets
There are investment banking software programs that perform specific functions like tracking trades and performing histories of past trades and analyzing markets so that you can make good investment decisions for your clients. Using these programs will help increase work efficiency and productivity because your capabilities to perform these functions will be faster and more accurate than ever before.
I recommend: Read the information on investment banker software programs for small investors at Graziadio Business Report. Learn about some of the many features such as the ability to create individual portfolios and history data offered in the stock tracking software program from SwingTracker. Churr has stock analysis software that both Windows and Mac users can use to help them perform inclusive analysis of publicly traded companies to make stock analysis easier than ever before.
Learn about investment banker and brokerage software programs and solutions
There are programs that were specifically created to meet the needs of stock brokers to help reduce the amount of time it would normally take them to manage the financial planning aspects of their business so that they can increase the time given to their clients. Because of their ability to be more efficient and up to date, they will be able to turn more prospects into clients, which will benefit their business considerably.
I recommend: Read about a stock brokerage software program that is helping brokers who are involved with the foreign exchange industry at PrimeBrokerageGuide.com. Learn about the investment banker software and brokerage solutions than can increase efficiency while enabling you to create better wealth plans for your clients than ever before with the software solutions offered by Advisor Software.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Since there are so many different kinds of stock investing software available, take advantage of free downloads and demos to help you find the program that best fits your needs.
Study investment banking and brokerage software key terms to understand all the options your computer software has to offer. Knowing the terminology helps you manipulate the programming to meet your own specific standards and requirements.
Manipulate data and create reports based on your understanding of investment banking and brokerage software key terms. This knowledge also helps you determine which specific software titles meet your unique criteria and optimal business performance.
Manipulate data and create reports based on your understanding of investment banking and brokerage software key terms. This knowledge also helps you determine which specific software titles meet your unique criteria and optimal business performance.
Action Steps
The best contacts and resources to help you get it done
Stock
Stock is the capital a corporation raises by issuing shares and entitling holders to ownership interest. Investment banking and brokerage software keeps track of the stock offerings and prices.
I recommend: Currency-Trading-Basics.com discusses ways businesses might use brokerage software to keep track of stock investment. It offers links to more detailed information.
Mutual Funds
Investment banking and brokerage software keeps track of mutual fund investments, which are investments professionally managed, pooling together resources from multiple investors for stocks and bonds.
I recommend: BNET offers reviews and links to information on several types of investment banking and brokerage software. It highlights software that works with mutual funds.
Technical analysis
Professionals often use investment banking and brokerage software for technical analysis, which analyzes past market prices and changes in the pricing in an attempt to forecast price changes for the future.
I recommend: The Financial Pipeline offers a detailed explanation of the way a technical analysis works. It cites examples of the types of technical analysis offered in software and highlights specific types of software.
Fundamental analysis
Investment banking and brokerage software often performs a fundamental analysis, a method for valuation of business operations and financials.
I recommend: BuckInvestor.com details the way fundamental analysis works as it provides intellectual analysis of business information. It covers a variety of tools used for fundamental analysis.
Capital markets
A capital market is a market where governments and companies raise long-term funds in the securities market. Investment banking and brokerage software keeps track of money exchanges between investors and companies and other financial institutions.
I recommend: The University of Iowa Center for International Finance and Development details the importance of capital markets and defines the term capital markets in depth.
Contract management
Sometimes called contract administration, contract management keeps a record of transactions between businesses, clients and employees. Investment banking and brokerage software keeps records of the contracts.
I recommend: CobbleStone Systems highlights the benefits of using contract management software. It defines several different solutions and discusses software tool customization.
