Optimization and other toolboxes available. Momentum Alert Chicago Investment Analytics Uses earnings, analyst projections, and price based factors to capture, confirm, and benefit from information trends that influence short-term stock price behavior. Other models available as well, including Value, Growth and GARP Alerts. PACO Northfield Information Services Prioritized Asset Class Optimizer is a software package for producing optimal portfolios created from asset classes and mutual funds. PerTrac 2000 Strategic Financial Solutions Provides manager searches, style analysis, performance measurement, asset allocation, optimization and statistical analysis.
Users can add their own qualitative and quantitative data.
Portfolio Analyzer Vestek Systems Provides a comprehensive review of a portfolio structure and characteristics. Includes both attribution analysis and contribution analysis. Portfolio Builder Vestek Systems Builds and maintains a spectrum of active and passive portfolio strategies, including single country and global index funds, funds that tilt toward factors and funds that incorporate security selection models. Portfolio Optimizing System Northfield Information Services Analyzes a portfolios factor bets and suggests buys and sells to create a portfolio that reflects the users preferences, and that is expected to deliver more return for each level of risk. An analytics tool suite that sits on top of existing accounting, holding, trading and pricing systems.