This MacNews Category Review looks at part two of our three-part round-up fo banking solutions software for the Mac. Products covered include Finance Essentials for Mathematica, Finflow, Finlease, Fund Control, Hardline extra, HomeLoan Companion, Intercash, Investor RT, iStock, iuLoan, Loan Vision, MacFerret, MacBanking Europe, MacGiro, MacPay, Mac ShareManager, Monetra, MoneyDance, Mortgage Manager, Orc Trader, Paymaker, Personal Analyst, Personal Trader, Power Amortize, PowerTicker and Pro Analyst. Part one can be found at http://www.macnews.com/content/macsimum-migration-kit-mac-banking-solutions .
Exabanque is a Mac OS X compatible bank communication software package from France that supports Francs and EUROs. Modules include remittances, account statements, cashflow, bills of exchange portfolio and direct debits. Exabanque can handle international transfers.
Finance Essentials for Mathematica
Financial Essentials for Mathematica contains tools specifically designed for traders, investment analysis, portfolio managers, and others in the financial community with critical tasks in data analysis and strategy design. The pack introduces the user to the Mathematica environment by providing practical examples for a wide range of financial applications. There are also other financial packages for Mathematica, including Financial Derivatives (providing functions specific to fields of fixed income derivatives and securities), Financial Time Series Toolbox (providing functions for analysis of time series data in financial markets), Fixed-Income Toolbox (providing functions for fixed-income modeling and analysis. Includes tools for determining price, yield and cash flow for many types of fixed-income securities), GARCH Toolbox (providing functions specific to the areas of volatility modeling).
Finflow is a general purpose financial application that lets you solve both simple and complex time value of money problems. It works with Mac OS X 10.1.5 or later.
Finlease is an advanced equipment lease calculator that enables users to set up and calculate complex leases. A wide range of payment options such as deferred, advance, step up, seasonal, step down and residual payments let you structure a lease in such a way that almost any situation can be covered. It works with Mac OS X 10.1.5 or later.
Fund Control for Banks is an integrated database to track potential borrowers, produce vouchers and inspection forms, create and track all documentation and provide documents and reports.
Hardline extra is a Mac OS X compatible, entry level multi-platform stock charting and analysis software for novice investors to regular investors. There's also Hardline Pro-X, Multi-platform stock charting and analysis software which includes a powerful portfolio manager which displays your trades on the stock charts and calculates stop loss prices.
HomeLoan Companion is a Mac OS X compatible application that lets you compare different loans simultaneously or variations of the same loan, view monthly breakdown tables, graphs and more.
Intercash lets you automate the cash-flow in your company. The program uses electronic banking to optimize all your accounting. With remote control via the Internet you can control the automatic process.
Investor RT is a realtime market tracking and analysis solution for day traders and active investors. The software supports five real-time data services including eSignal, DTN.IQ, myTrack, Quote.com and DTN Satellite Feed. Investor/RT supports real-time streaming quotes via the Internet.
iStock is software for tracking details of your stocks and portfolio. It requires Mac OS X 10.1.5 or later.
iuLoan lets you make loan and lease calculations from your Mac desktop. You can calculate both Canadian and US Mortgages as well as standard loans. iuLoan has an assortment of tools such as car lease, credit card and loan qualification calculators. You can view and print an amortization schedule, as well as make additional payments and see the effects on your loan.
LoanVision is a mortgage origination, calculation and processing application for mortgage brokers and loan officers. It contains all forms required for conventional, FHA and VA loan processing.
MacFerret is software that pulls credit reports from major credit bureaus.
MacBanking Europe is Mac OS X software for managing your payments. It produces an electronic transcript of the payments to be made in a DTAUSO-Standard file, which can be handed in to most banks in Germany. The program is also able to verify bank routing numbers.
Mac Giro is personal banking software from Germany that works with Mac OS X 10.1.5 or later.
MacPay is an offline payment database for Swiss bank customers.
Mac ShareManager is a tool for managing your shares, for both individual investors and portfolio managers.
MCVE (Mainstreet Credit Verification Engine) is a self-contained, scalable, financial transaction SERVER (Daemon) that works with Mac OS X. It connects web sites, point-of-sale, and/or ERPsystems to end credit card clearing houses (processors) at the host protocol level.
Moneydance is a financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and more.
Mortgage Manager is a mortgage tracking application whose functions include estimating deductible interest for any year, savings in interest in relation to extra principal payments, tracking payments made, and printing all or part of a loan schedule.
Orc Trader is a Mac OS X tool for trading and analyzing derivative and spot instruments based on stocks, commodities, bonds, interest rates and currencies as well as for managing portfolio risk in real time in a true multi currency and multi exchange environment. The system offers a means for controlling enterprise-wide risk and for aggregating all portfolios into one single risk statement. Market and portfolio data can be shared by several users over a corporate network, as the system is designed for multi-user operation.
PayMaker from Switzerland is software for entering and managing payments offline. It creates standard payment files that can be transmitted to Swiss banks and Postfinance. All payment types are supported, including IPI and EURO-ESR. PayMaker works with the MoneyPen II scanner. Clearing number and ZIP directories are included. To use it, you'll need Mac OS X 10.3 or better.
Personal Analyst offers a variety of charting and analysis tools. Computer generated trendlines automatically track and chart significant highs and lows. There are personal preferences for smoothing and display characteristics, and they're stored independently for each security.
Personal Trader is a portfolio and stock manager from France that caters for US and European markets.
Power Amortize is software for calculating loan payments; it also prints amortization tables. It's compatible with Mac OS X (10.1 or later) and Mac OS 8.6-9.x.
PowerTicker is a specialized Internet browser for Mac and Windows that gives you quick and easy access to the free stock market information provided by financial websites around the world. You can watch any number of your stocks roll by on the ticker, call up a detailed report for each of your favorites, or add your latest purchase to your growing portfolio.
Pro Analyst is a financial market analysis and trading package with a charting module. It sports a quote monitor, personal ticker tape, headline news graphics. Custom layouts "remember" every aspect of your personal design. Pro Analyst has "unlimited" charts per layout and dozens of indicators per chart. You can shift from one layout to another instantly.
Next week: part three.