|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|
|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|
|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|
|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|
The top 20 technology products used by advisers
The most popular products, overall, according to an InvestmentNews survey
Aug 21, 2011 @ 12:01 am
Editor Fred Gabriel and special projects editor Liz Skinner discuss the nomination process for InvestmentNews' inaugural Diversity & Inclusion awards.
Latest news & opinion
Ruckus over recruiting agreement has even wirehouse lifers wondering if it's time
The company confirmed it's talking to investment bankers to 'explore how to best optimize [its] capital structure at lower costs.'
Rule should provide clarity on role of adviser, enhanced investor protection and regulatory coordination.
Those in a private LinkedIn chat room were sounding off about fears the independent broker-dealer will require a move to ClientWorks before it is fully ready.
UBS brokers must sign a 12-month non-solicit agreement if they want their 2017 bonuses.