Audience
Investment managers searching for a Investment Management system
About eB-IMS
eB-IMS is a sophisticated investments management system developed by eBusiness Systems and offered to clients on a Software-as-a-Service basis. It provides web based access to a range of investment portfolio building, tracking, analysis and management tools. With diverse levels of controlled user access through the Internet, different user groups have different powers and authorities. All communications are made through Internet using standard browsers. Different powers will be granted to the different user groups who will have both username and password access and, in some instances, further security checks. This is done to further protect the integrity of the system and help to strengthen its overall security. The main functional part of the portal is placed on specialized Web servers run by eBS and is based on the PHP/SQL Technology.
Other Popular Alternatives & Related Software
Arch
Manage new investments, updates, taxes, capital calls, distributions & financial statements all in one place, seamlessly. Arch connects with the back office for each private investment, receiving all documents and communications in a secure, aggregated platform. Arch keeps your account up to date, adding a layer of automation to investment management tasks. View investment history and document library, including investment updates, account statements, tax documents, capital call notices, and distributions. Receive all of your investment communications in one secure portal. No more hunting down documents across the internet and different portals. Systematically update your information across your accounts if you move, change account ownership, or need to make changes for any reason.
Learn more
Portfolio Visualizer
Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.
Learn more
Captools/net
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.
Learn more
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors.
With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions.
* Get started quickly by importing your accounts directly from brokerages.
* View prices, performance, allocations and much more.
* Chart the value of your investment portfolios over time.
* Keep watchlists of securities that are on your purchase list.
* Analyze historical price charts.
* Companion apps for iOS and Android.
* And much more...
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
eBusiness Systems
Founded: 2000
Malta
ebizmalta.com/investments-management-platform/
Videos and Screen Captures
Other Useful Business Software
Add Two Lines of Code. Get Full APM.
Works out of the box for Rails, Django, Express, Phoenix, and more. Monitoring exceptions and performance in no time.
Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
eB-IMS Product Features
Investment Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Commodities
Payroll & Commissions
Risk Management
