Top 25 technology products used by advisers

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

Jul 28, 2014 @ 8:16 am

In June 2014, more than 1,100 advisers responded to an InvestmentNews survey on their technology usage and satisfaction. The results below show the most popopular products overall.

RankProduct# of usersCategory
1Redtail CRM (Redtail Technology)369CRM
2MoneyGuidePro (PIETech Inc.)341Financial planning
3Albridge Wealth Reporting (Albridge Solutions Inc.)180Account aggregation
4Albridge Wealth Reporting (Albridge, an affiliate of Pershing)177Portfolio management
5LaserApp (LaserApp Software Inc.)153Document management
6ByAllAccounts Inc. (the product name is the same as the vendor)135Account aggregation
7Finance Logix (OLTIS Software LLC)129Financial planning
8Salesforce CRM (Salesforce.com, includes versions offered by Schwab, TD Ameritrade, XLR8 and AppCrown overlay products)117CRM
8eMoney 360 (eMoney Advisor)117Financial planning
8Morningstar Office (Morningstar Inc.)117Portfolio management
11Redtail Imaging (Redtail Technology)114Document management
12PortfolioCenter (Schwab Performance Technologies)113Portfolio management
13Junxure (CRM Software Inc.)102CRM
14eMoney 360 (eMoney Advisor)85Account aggregation
15TRX (Total Rebalance Expert)66Portfolio rebalancing
16Morningstar Advisor Workstation (Morningstar Inc.)60Financial planning
17Orion Solutions (Orion Advisor Services LLC)59Portfolio management
18Grendel Online (Big Brain Works LLC)55CRM
19Microsoft Dynamics CRM (Microsoft Corp., includes Tamarac's Advisor CRM and Salentica's CRM)53CRM
20Advisor Rebalancing (Envestnet | Tamarac)52Portfolio rebalancing
21Docupace ePACS (Docuspace Technologies)51Document management
22Advent Black Diamond Performance Reporting (Advent Software Inc./Black))46Portfolio management
23Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.)46Document management
24Laserfiche (Laserfiche)45Document management
25iRebal, the Intelligent Rebalancer (ThinkTech Inc.)39Portfolio rebalancing

Excludes adviser created, outsourced and broker-dealer platform softwares. Source: InvestmentNews Data

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