The top 20 technology products used by advisers

The most popular products, overall, according to an InvestmentNews survey

Aug 21, 2011 @ 12:01 am

   In July, InvestmentNews surveyed financial planners, RIAs and broker-dealers on technology vendor usage and satisfaction. More than 900 responses were received. For additional information, contact Denise Southwood at 212-210-0735 / or Michelisa Lanche at 212-210-0484 /
Rank Product No. of responses Category
1 MoneyGuidePro (PIE Technologies Inc.) 232 Financial planning
2 Money Tree 228 Financial planning
3 Junxure (CRM Software Inc.) 190 CRM
4 PortfolioCenter (Schwab Performance Technologies) 184 Portfolio management
5 Redtail Technology 162 CRM
6 Albridge Solutions 130 Portfolio management
7 ByAllAccounts Inc. 112 Account aggregation
8 Morningstar Office 103 Portfolio management
9 eMoney360 (eMoney Advisor) 79 Bundled solution (financial planning)
10 Advisor Workstation (Morningstar Inc.) 71 Financial planning
11 Tamarac Inc. 71 Portfolio rebalancing
12 Redtail Technology Inc. 71 Document management
13 67 CRM
14 NaviPlan (Emerging Information Systems Inc.) 66 Financial planning
15 Advent Axys (Advent Software Inc.) 64 Portfolio management
16 Paperport / Omnipage (Nuance Inc.) 62 Document management
17 61 Compliance
18 Principia CAMS (Morningstar Inc.) 56 Portfolio management
19 Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.) 52 Document management
20 AllData Advisor (CashEdge Inc.) 48 Account aggregation
Based on 928 responses to the survey
Source: InvestmentNews survey

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