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Portfolio Director Software - portfoliodirector.com
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available
investment allocation cost basis financial statements money manager tracking managed account capital gain tax financial planning graphs short term capital gains charting securities arbitration funds mutual funds wash sale AIMR hedge fund capital gain Covered Calls fixed income futures
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PMSA Inc. - pmsa-inc.com
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations
futures investment management trade blotter stp money analysis pmsa accounting debentures bonds equity compliance trade order management profile options multi-currency reporting portfolio management software mutual funds portfolio modelling order entry
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Heron Capital Management, Inc. - heroncapital.com
A registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations
financial planner Financial Markets stocks nexis business AIFP reuters wealth enhancement standard poors Investing Trends RIA registered investment adviser CTA Stock Market family office mutual funds investments MBA investment counsel financial planning
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Option Money Portfolio Software - optionmoney.com
Software designed for option traders to track their portfolio and option trades: financial reports, tax reports, account summary, and holding reports
capital gain tax Covered Calls wash sale funds Long Term tax return schedule d tax efficient cost basis hedge fund Black Scholes financial planning futures managed account money manager investment allocation merger tax asset allocation split mutual funds
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Davis/Chambers & Company, Ltd. - davischambers.com
Provides a broad range of financial consulting services to middle market clients
American Society of Appraisers IBA valuation National Association of Certified Valuations The ESOP Association NACVA financial consultant appraisal merger Institute of Business Appraisers Houston Society of Financial Analyst HSFA ASA acquisition investment banking AIMR business appraisal Houston Estate and Financial Forum Association for Investment Management and Research
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Financial Prep - financialprep.com
Provides an exam prep for those taking the Level I, II, or III CFA exams
Accountants Public Certified exam CFA Chartered test CPA AICPA Financial AIMR accounting preparation Analyst Accountant prep
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