|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
Phishing schemes and financial hoaxes put advisers and their clients in the line of fire everyday. Joel Bruckenstein, the godfather of FinTech, offers some solutions for every firm.
Sponsored by Prudential
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