Featured Products
Total Rebalance Expert
Portfolio re-balancing
Junxure
CRM
Advent Black Diamond Performance Reporting
Portfolio management
Laserfiche
Document management
Envestnet Advisor Suite
Bundled (multiple products/modules available)
Finance Logix
Financial planning
LaserApp
Document management
NRS ComplianceMAX
Bundled (multiple products/modules available)
AdvisoryWorld
Bundled (multiple products/modules available)
Featured Research
The 2013 InvestmentNews Adviser Technology Study
This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.
@Tech Tweets
Integration information for each product was directly provided by its vendor. Rankings were determined from the results of the InvestmentNews Adviser Technology Satisfaction Survey featured in the Aug. 22, 2011 issue of InvestmentNews. Rankings will be updated annually.
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.