Mutual Fund Software

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Mutual Fund Advisor
Developer of Internet-based services which guide and support the investment decision making of individuals and their advisors.

 
Monocle Systems
Mutual fund analytical software program that is used by individual and professional investors.

 
QED Information Systems
Portfolio management, fund accounting, performance measurement, trading and treasury management systems for large institutional investors.

 
Financialware, Inc.
Specializes in document management for banks, credit unions, savings and loans, and mutual fund companies.

 
Phoenix Systems Inc.
Provider of mutual fund portfolio accounting and shareholder recordkeeping systems designed to run in a PC/LAN environment.

 
Tracker Family of Programs
Technical analysis for stocks and mutual funds.

 
Transfer Solutions Inc.
Mutual fund shareholder accounting software developer. Allows mutual fund companies, banks and service companies to perform their own transfer agency work.

 
AnalytX, Inc.
Accounting and fund management software for private equity.

 
Steele Systems Inc.
Investment software for selecting mutual funds and variable annuities.

 
FundBuilder
Mutual fund selection and account management tool.

 
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