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Portfolio Management Software

Portfolio Management Software

Portfolio Management Software


I'm currenly working for an investment bank and I'm looking for a basic portfolio management tool for our front office. Any suggestions?

Thanks in advance,


RE: Portfolio Management Software

You might want to define "portfolio."  At my current position in a financial institution, that word has several different meanings depending on the department/group.

< M!ke >
I am not a hamster and life is not a wheel.

RE: Portfolio Management Software

Thanks for your response! This tool should be able to facilitate the management process, i.e. measures of portfolio duration, weighted average life, weighted average spread, sensitivity to spread changes, etc. Furthermore, it cannot be a trading-oriented tool.


RE: Portfolio Management Software


We currently use one the best project management soft on the market (we think anyway :). Works with PC/MAC/Linux. It's all web base and does everything from cost tracking to document management. You can find it at www.hlpsmile.com (HLP-SMILE is the actual name).


RE: Portfolio Management Software

This is the forum for Microsoft Project (which, at the Enterprise level, can handle a portfolio of projects).  It appears you want information on investment portfolio management software.  If so, you'll have to look elsewhere.

RE: Portfolio Management Software

Hi AB,

The two products that I have used recently were produced by the vendors 'Niku' and 'ProSite'.


RE: Portfolio Management Software

I agree with the PDQBach.  I can answer you because our company also use software called PAM (Portfolio Management Software).  You amy find more details on www.PFS.com  for more details.  

RE: Portfolio Management Software

   Actually, this is the "Project Management General Discussion Forum"... Not the MS Project forum.  While I question whether what arbo80 is looking for is really a PM tool, I'm not sure where else one would look on this site for suggestions... so fair enough to AB.

Best Regards,

"Everything should be made as simple as possible, and no simpler."hammer

RE: Portfolio Management Software

TheManiac (Scott) -- you're quite right.  I hop back and forth between this forum and the MS Project forum and, obviously, my fingers had lept ahead while my brain cells were a jump behind!

RE: Portfolio Management Software

Cheers mate!  It does happen here, and I have done the same myself.

Best Regards,

"Everything should be made as simple as possible, and no simpler."hammer

RE: Portfolio Management Software

Is this really related to Project Management? Anyway my idea about it if it's basic (I mean very basic) then you can just contract the thing to a software company if you can't find the tool on the market.

http://www.pmhut.com/ - The Project Management Hut

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