Equity management software is an automated service that assists managers in executing their stock portfolios. The system is used for all managers of equity securities who are interested in managing portfolios more efficiently.
The software automates the process and also provides some helpful tools such as analytics and charts to help the manager make better decisions on investments. There are many types of equity management software, but they can be separated into 5 categories: general, buy side, sell side, research, trading systems.
This category includes different types of automated services that assist with portfolio execution by providing easier access to data for analysis or other features which may improve execution effectiveness. Research has shown that this type of service reduces transaction costs by up to 3% per year while increasing portfolio turnover by as much as 77%.
This type of service has been shown to increases the impact of information flow on transaction costs and also increases flow of dividend news which can be used for making buy/sell decisions. The dividends received from U.S trading markets averaged $8.4 billion per year between 2002 and 2009, so it is no wonder that this service is so popular.
Another benefit of these systems is increased company coverage which leads to improved operational results .
This type of equity management software includes general portfolio management, investment analysis tools, asset allocation models, portfolio position reporting and tax optimization. This type of software has been shown to increase the consistency of returns by up to 5% annually.
This type of software is used to provide beneficial financial information for investors, brokers, traders and other types of research companies or institutions. Generally speaking, this service includes real-time market data feeds which are then collated into helpful charts that can be analyzed by the end user.
The most popular types of charts created by this software are candlestick graphs which can be used for technical analysis. Many companies even offer the possibility of utilizing trading signals via SMS or email alert systems which are very popular among traders.
Some research has concluded that this type of service has increased transaction costs by up to 1% while also increasing market volatility by 1%.
This type of service is used to manage a trader’s current positions and to execute their orders. This type of equity management software can be divided into two sections: front-end systems and back-end systems.
The front end system includes real time gross settlement (RTGS), electronic share allocation, net dealer position, portfolio valuation, gross return calculation and dividend payment.
The back end system includes automatic position netting, risk management and reporting, portfolio trading execution processing and trading performance feedback via real time data feeds.
This is the final type of equity management software which includes different types of automated services which help with stock transactions by managing daily activities such as sending orders to brokers, tracking the progress of orders and keeping a record of the trades which have been executed.
This type of software can include different services such as portfolio management, research, order routing and execution systems. This service is helpful for people who practice high-frequency trading strategies as well as those who prefer investing in slower market conditions.
Equity management software can help investors to better manage their portfolios by providing them with new tools which can enhance their ability to make better decisions.
The global equity management software market is divided on the basis of subscription type, software type, organization size, and region. Based on subscription type, the equity management market is segmented into basic (under USD 50/month), standard (USD 50-100/month), and senior (above USD 100/month). On the basis of software type, the global equity management market is divided into financial modeling, options management, and participant portable. The global equity management software market, on the basis of organization size, is segmented into large enterprises and small & medium enterprises (SMEs).
What Equity Management Software Market Reports Provides
- Full in-depth analysis of the parent market
- Important changes in market dynamics
- Segmentation details of the market
- Former, on-going, and projected market analysis in terms of volume and value
- Assessment of niche industry developments
- Market share analysis
- Key strategies of major players
- Emerging segments and regional markets
- Testimonials to companies in order to fortify their foothold in the market.