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.