A portfolio of financial-software IP, licensed for partner use.
Analytical Methods Group owns and licenses a portfolio of intellectual property across the financial-software stack — from personal finance tools to trading systems to private fund administration. Each component is documented, version-controlled, and structured for clean licensing.
The catalog
Five IP categories make up our current licensable portfolio. Each is available individually or as a bundle, with terms tailored to how you intend to use it.
Personal finance software
Software for tracking money across many accounts, instruments, and entities. Cash position dashboards, due-date and bill-pay tracking, account aggregation, credit portfolio management, and multi-entity finance for owners running several books in parallel.
- Multi-account aggregation and reconciliation
- Cash and due-date dashboards
- Credit portfolio management (multi-card, multi-entity)
- Multi-entity finance and cross-entity rollups
- Personal & small-business financial reporting
Technical indicators & trading systems
Our core trading IP: proprietary technical indicators and complete trading systems developed and refined over years of applied research and live-market use. Available as individual indicators, as a bundle, or as an end-to-end system combining indicators with decision logic.
- Proprietary technical and statistical indicators
- Complete trading systems — indicator + filter + decision logic
- Reference implementations in common platforms and languages
- Available as licensed code or hosted signal feed
- Annual or perpetual licensing · optional exclusivity by instrument or platform
Portfolio management
Software components for portfolio construction, allocation, exposure analysis, and performance tracking. Designed to be embedded in advisor tooling, fund infrastructure, or stand-alone platforms.
- Allocation and rebalancing engines
- Exposure analysis across factors, sectors, and instruments
- Performance attribution and reporting
- Position-level and account-level views
- Embeddable as components or licensed as a full module
Accounting
Components for transaction categorization, monthly close workflows, reconciliation, and reporting — built to integrate with the bookkeeping stacks small and mid-sized businesses actually use.
- Transaction categorization and rule engines
- Reconciliation tooling for bank, card, and clearing accounts
- Monthly close workflows and audit trails
- Expense capture and 1099 preparation
- Custom reporting and management dashboards
Private fund management
Fund administration and operations tooling — investor records, capital activity, NAV workflows, performance reporting, and the operational machinery that small and emerging managers need but rarely have the resources to build.
- Investor records and capital activity tracking
- Subscriptions, redemptions, and capital call workflows
- NAV and waterfall calculations
- Investor reporting and statements
- Audit-ready record keeping
The shape of an engagement
Briefing
Short call to understand your use case. NDA when relevant. We share enough material for you to evaluate fit.
Evaluation
Documentation, reference implementations, and (where applicable) a short evaluation window so your team can validate.
Terms
License agreement covering scope, term, exclusivity, support, and any white-label or redistribution rights.
Integration & support
Integration support, versioned releases, and a documented update path. You always know which version you're on.
Interested in a license?
Tell us what you're trying to build and which category fits. We'll set up a briefing.