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- DownloaderXL (exe)
- Stock quotes downloading software for Microsoft Excel. It downloads free historical end-of-day stocks, indexes and mutual funds data, 15-minutes delayed and real-time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide. DownloaderXL package allows monitoring of current market situation, performing real-time charting and tracking...
- Tags: Stock, Index, OLSOFT, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2008-07-10
- Novell Case Study: Mutual Fund Company
- The company is one of the largest mutual fund companies in the U.S., managing funds for millions of shareholder accounts. The fast-growing company needed a way to manage the vast array of information coming through and to convert it into meaningful data so as to identify and address its real...
- Tags: Information Security, Shareholder, Novell Inc., Mutual Fund, Fund Company, Mutual Funds, Retirement Plans, Investment, Financial Accounting, Security, Human Resources, Benefits, Finance
- Case studies
- Diagnostic Tools Streamline Performance Improvements for Securities Market Platform
- When a new issue comes to market, i-Deal provides a powerful online platform where issuers, brokerage firms, investors, and mutual fund managers can issue billions of dollars' worth of securities in minutes. Since 2001, the i-Deal platform has run reliably on Microsoft SQL Server 2000, but the company wanted to...
- Tags: Security, Performance, Streamline, Mutual Fund, Microsoft Corp., Tool, Mutual Funds, Performance Management, Retirement Plans, Investment, Databases, Servers, Human Resources, Benefits, Workforce Management, Finance, Enterprise Software, Software, Data Management, Hardware
- Case studies
- ISA Relies on BMC PATROL as the Silent Force Behind Its Magna System
- The ISA provides such services as granting permits to corporations to publish prospectuses, regulating and supervising the mutual fund industry activities, monitoring ongoing reports, monitoring offer-to-purchase statements, monitoring the correct and fair management of the stock exchange, licensing portfolio managers and investment advisors, supervising the performance of their obligations, and...
- Tags: BMC Software Inc., BMC Patrol, Monitoring, ISA, Mutual Funds, It Management, Digital Signatures, Retirement Plans, Human Resources, Benefits, It service Management, Security
- Case studies
- International Network Services Case Study: Fidelity Investments Institutional Brokerage Group
- Institutional Brokerage Group IBG is a business unit of Fidelity Investments, the nation's largest mutual fund company. IBG wanted to deploy a new high-speed network to realize the full benefits of planned business model enhancements focused on improving customer services and lowering costs. Engineers designed and deployed the new network,...
- Tags: Fidelity Investments, Institutional Brokerage Group, Mutual Funds, Telephony, Retirement Plans, Telecom & Utilities, Telecommunications, Human Resources, Benefits, Networking
- Case studies
- GetQuote (msi)
- Getquote is a software which is capable of downloading stock, ETF, mutual fund or index (such as dji for Dow Jones Industrial Average index, SPX for S&P 500 index, and NDX for NASDAQ 100 index) quote history data. It can also be used to download active lists of stocks from...
- Tags: Software, Stock, Bestbuysoft, GetQuote, Mutual Funds, Retirement Plans, Investment, Tools & Techniques, Human Resources, Benefits, Finance, Management
- Software downloads 2008-05-20
- Investrak Portfolio Manager (msi)
- Investrak Portfolio Manager by Enerphase Software produced with Microsoft's Visual Basics. This program was designed to track, update, diversify, and print reports on the full spectrum of personal or business investments. Investrak is easy to use. It's hands on and for the first time really helps the user understand the...
- Tags: Enerphase-Software, Investrak, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2008-04-08
- MyGains (exe)
- MyGains simplifies management and reporting of Capital Gains taxes. Some of the key features of MyGains are: Automatic download of trades from brokerages. Multi-level security of financial information- Generates Schedule D. Supports stocks, bonds, mutual funds and options. Supports LIFO, FIFO for wash sale analysis- Integrates with popular personal finance...
- Tags: Financial, Dhana Software, MyGains, Taxes, Mutual Funds, Financial Accounting, Free Trade, Retirement Plans, Investment, Financial Planning, Finance, Human Resources, Benefits
- Software downloads 2008-02-26
- TraderXL Pro (exe)
- Trade station, stock quotes, options, investment portfolio in Microsoft Excel. TraderXL Pro - powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes: AnalyzerXL is a library of 146+ technical analysis functions, indicators, and experts. TraderXL Pro is a tool that allows you to download data. DownloaderXL...
- Tags: Stock, Mutual Fund, Analysis, TraderXL Pro, AnalyzerXL Package, OptionsXL, Mutual Funds, Retirement Plans, Investment, Microsoft Excel, Human Resources, Benefits, Finance, Microsoft Office, Office Suites, Software
- Software downloads 2008-01-16
- XeCheck Personal Finance (Deluxe) (exe)
- Download statements and balances from over 5000 banks, credit cards, brokerages, and other financial institutions. Manage over 18 types of accounts including checking, savings, credit card, loan, retirement, and investment. XeCheck supports all major world currencies. Balancing your checkbook is now easier than ever with XeCheck. Transfer funds, use loan...
- Tags: Bill Payment, Credit Card, XeCheck, Mutual Funds, Sales Channel, Retirement Plans, Financial Services, Investment, Human Resources, Benefits, Sales, Finance
- Software downloads 2008-01-15
- ANNI Professional (zip)
- ANNI Professional is an Advanced Neural Network Investing (A.N.N.I.) program that allows you to analyze almost any type of financial data including stocks, indexes, mutual funds, futures, forex, and options to help you determine the best times to enter and exit the market as well as manage most of your...
- Tags: Artificial Intelligence, Portfolio Management, Analysis, ANNI Professional, Mutual Funds, Productivity, Retirement Plans, Human Resources, Benefits
- Software downloads 2007-11-22
- ANNI Standard (zip)
- ANNI is an Advanced Neural Network Investing (A.N.N.I.) program that allows you to analyze almost any type of financial data including stocks, indexes, mutual funds, futures, forex and options to help you determine the best times to enter and exit the market as well as manage most of your Portfolio...
- Tags: Artificial Intelligence, Financial, Analysis, Tool, ANNI, Standard Version, Productivity, Mutual Funds, Retirement Plans, Human Resources, Benefits
- Software downloads 2007-11-22
- Fund Manager (exe)
- Fund Manager is a full-featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such...
- Tags: Fund Manager, Investment, Mutual Funds, Retirement Plans, Finance, Human Resources, Benefits
- Software downloads 2007-11-13
- Lipper Streamlines System Integration for Greater Availability and Scalability
- Lipper, a Reuters company, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries, and media organizations. The company wanted to simplify integration of front-end and back-end systems and maintain high data quality to meet customer demands. The challenge was to ensure high availability...
- Tags: Oracle Corp., Mutual Fund, Scalability, Integration, Lipper, Mutual Funds, Retirement Plans, .Net, Investment, Middleware, Databases, Human Resources, Benefits, Software Development, Software/Web Development, Finance, Enterprise Software, Software, Data Management
- Case studies 2007-09-01
- Master Investor (exe)
- Master Investor MI is a fully integrated system that combines investment portfolio management with technical analysis. The purpose of MI is to help individual investors and professional money managers track and analyze investment portfolios composed of stocks, bonds, mutual funds, options, other assets and liabilities. Includes over 30 customizable reports,...
- Tags: Bond, Investor, Analysis, Master Investor, Investment, Mutual Funds, Finance, Human Resources, Benefits, Retirement Plans
- Software downloads 2007-07-30
- OmniValue (exe)
- OmniValue is an advanced and easy to use application for managing financial assets. All types of assets including stocks, mutual funds, bonds, and bank accounts can be managed in the same OmniValue document. Financial metrics such as market value, gain/loss, cash flow, investment, return, and ROI are automatically calculated for...
- Tags: Asset, Bond, OmniValue, Asset Management, Investment, Mutual Funds, Operational Planning, Business Operations, Finance, Human Resources, Benefits, Retirement Plans
- Software downloads 2007-03-01
- Simply Track Pro (exe)
- Simply Track, Portfolio tracking, Schedule D, and Wash Sale software. Wash Sale adjustments, Schedule D Generation made easy with Simply Track. You can import all your trades from various brokerage accounts and generate Schedule-D with a click of the mouse. You can even export schedule D into .TXF format and...
- Tags: Mutual Fund, Vbs Solutions, Mutual Funds, Retirement Plans, Taxes, Free Trade, Investment, Human Resources, Benefits, Financial Planning, Finance
- Software downloads 2007-01-16
- TradeAccountantPro (exe)
- TradeAccountant with no trade import limits has the highest editor rating of all Schedule D solutions on this site and has been reviewed by magazines. Import almost any trade data file. Or one click sync import from select brokers. Supports stocks, mutual funds, options, and futures. Calculate gain/loss reports for...
- Tags: Click, TradeAccountant, Taxes, Mutual Funds, Free Trade, Retirement Plans, Investment, Financial Planning, Finance, Human Resources, Benefits
- Software downloads 2006-10-13
- Track n Trade High Finance (msi)
- Track n Trade High Finance allows stock investors to chart, monitor, and analyze their portfolios at a glance. (Simulation trading module also allows for electronic paper trading.) Track your stocks, mutual funds, ETF's, key indexes and FOREX markets; quickly run studies like Moving Averages, Stochastics and MACD. Receive Buy/Sell signals...
- Tags: Stock, Tool, Productivity, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2006-10-03
- TakeStock (exe)
- A powerful, easy-to-use, personal portfolio manager, TakeStock allows you to track your US and international stocks and mutual funds, get real-time when possible quotes and historical prices, view and compare stock charts, obtain company information, and read business news. TakeStock is a free and secure alternative to fee-based portfolio management...
- Tags: Desktop, Stock, TakeStock, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2006-09-19
