Top 25 technology products used by advisers

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

Aug 26, 2012 @ 12:01 am (Updated 12:24 pm) EST

In July 2012, more than 1,000 advisers responded to an InvestmentNews survey on their technology usage and satisfaction. The results below show the most popular products overall.

Go to InvestmentNews.com/2012advisertech for complete survey results. Planning to invest in your practice's technology? Tell us how at InvestmentNews.com/2012techspending.

Rank	Product	# of users	Category
1	Redtail (Redtail Technology)	267	CRM
2	MoneyGuidePro (PIETech Inc.)	243	Financial planning
3	Albridge Wealth Reporting (Albridge Solutions Inc.)	168	Portfolio management
4	PortfolioCenter (Schwab Performance Technologies)	116	Portfolio management
5	ByAllAccounts Inc.	115	Account aggregation
6	Junxure (CRM Software Inc.)	106	CRM
7	Morningstar Office (Morningstar Inc.)	102	Portfolio management
8	Redtail Imaging (Redtail Technology Inc.)	97	Document management
9	eMoney360 (eMoney Advisor)	95	Financial planning
10	Salesforce CRM (Salesforce.com)	66	CRM
11	Morningstar Advisor Workstation (Morningstar Inc.)	63	Financial planning
12	eMoney360 Pro (eMoney Advisor)	59	Bundled solution
13	Laserfiche Avante (Laserfiche)	54	Document management
14	Advisors Assistant (Client Marketing Systems Inc.)	52	CRM
14	Morningstar Principia CAMS (Morningstar Inc.)	52	Portfolio management
16	AllData Advisor (CashEdge, now part of Fiserv)	50	Account aggregation
17	Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.)	48	Document management
18	NaviPlan Select (Zywave Inc.)	47	Financial planning
19	NRS ComplianceMAX (National Regulatory Services)	44	Compliance
19	Paperport (Nuance Inc.)	44	Document management
21	Morningstar Principia (Morningstar Inc.)	42	Financial planning
22	Microsoft Dynamics CRM (Microsoft Corp.)	41	CRM
23	Grendel Online (Big Brain Works LLC)	38	CRM
24	Sage Act! (Sage Software Inc.)	37	CRM
25	Advisor Rebalancing (Envestnet \| Tamarac)	36	Portfolio rebalancing