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Eagle provides portfolio management, data management, [4] [5] investment accounting and performance measurement software to financial institutions. [6] [7] [8] The company uses a secure private cloud called Eagle Access [9] to host and provide ongoing support of the applications and systems infrastructure, thereby helping to reduce complexity and risk.
The Clearwater solution is a web-based investment accounting and reporting solution providing automated portfolio book-of-record accounting, daily investment policy compliance monitoring, performance tracking, risk analytics, and a variety of buy-side tools for insurers, investment managers, corporations, and other institutional investors.
1. Personal Capital. Personal Capital is a free investment and portfolio management software for individuals. Investors sync their banking and investment accounts with Personal Capital. This ...
SAP Data Warehouse Cloud (DWC) SAP Design Studio. SAP PRD2 (P2) SAP Enterprise Buyer Professional (EBP) SAP Enterprise Learning. SAP Portal (EP) SAP Exchange Infrastructure (XI) (From release 7.0 onwards, SAP XI has been renamed as SAP Process Integration (SAP PI)) SAP Extended Warehouse Management (EWM) SAP FICO.
Orion: Orion includes everything RIAs need to grow and scale, including portfolio accounting, financial planning and tax-intelligent trading. Redtail CRM is also incorporated into the software ...
The apps can help you track your portfolio and provide data to help you make better investing decisions. Any investment comes with risks, and you can lose or gain money with stocks, bonds, ETFs or ...
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