Investment Banking Software Tools


Comprehensive Directory

16 Solutions Listed


Bancstreet Capital Partners - Bancstreet Asset Management

Portal-based asset management solution for Investment Management Firms. [Learn more]

Target Market: Small - Large

BankTrade - CSI - BankTrade

A browser based software solution for trade finance, letters of credit and international banking. [Learn more]

Target Market: Mid - Large

Brady - Opval

Opval is a fast and flexible option pricing and risk management system. [Learn more]

Target Market: Small - Mid

Charles Schwab - StreetSmartPro

Live, streaming market data and the most sophisticated trading tools Schwab has to offer in a single, customizable display. [Learn more]

Target Market: Small - Large

Computer Design - Financial Portfolio Management System

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.  [Learn more]

Target Market: Small - Mid

Derivicom Software - FinOptions XL

FinOptions XL provides a complete collection of financial functions for analyzing derivatives on various types of securities and assets. [Learn more]

Target Market: Small - Mid

FactSet Research Systems - FactSet

Gain in-depth company and industry insight with FactSet's integrated data and powerful analytical solutions. [Learn more]

Target Market: Small - Large

ICLUBcentral - Stock Analyst 3

Features for stock-picking and portfolio management, plus an interface designed for ease of use and customization. [Learn more]

Target Market: Small - Mid

Informia - InvestorUpdate

Collaborative status reporting solution enabling companies to achieve a continuous dialogue with their constituents. [Learn more]

Target Market: Small - Large

MIMICS - MIMICS Portfolio Management System

Manages equity, fixed income, and mortgage backed security holdings. [Learn more]

Target Market: Mid

QlikTech - QlikView

QlikView enables analysis capabilities along with unparalleled flexibility, performance, and simplicity. [Learn more]

Target Market: Mid - Large

SolArc - RightAngle

Trading, risk management, pricing, scheduling, movement actualization, invoicing, interfacing to financial/ERP systems, and settlement. [Learn more]

Target Market: Small - Mid

Sybase - RAP - The Trading Edition

Unified market analytics platform that lets capital markets firms make better trading and portfolio decisions across the trade lifecycle. [Learn more]

Target Market: Mid - Large

thinkorswim - thinklink

Combines the functionality of a trade order management system, execution system, liquidity engine and algorithmic trading system. [Learn more]

Target Market: Mid - Large

Total Technologies and Solutions - Primary Market Offer Management

Product suite to manage primary market offers like IPO, Rights Issues, Sukuk, Funds etc. [Learn more]

Target Market: Mid - Large

TPG Software - Portfolio Genius

Front-to-back, Integrated Investment Accounting & Risk Management. [Learn more]

Target Market: Small - Mid

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Investment Banking software helps financial institutions to monitor markets and secure the best trading opportunities by providing such functionality as market analytics, portfolio management, risk management, algorithmic trading and live market data. For related software see Financial Risk Management software and Investment Management software.

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