« Back to InvestmentNews.com

Most Reviewed Products

The Latest from Davis

Davis Janowski's Guide to Technology Solutions

Contact Davis

Blame game on after Facebook faceplant

Fingers pointed at Morgan Stanley, Nasdaq -- and social networking company's top execs; owners got theirs

More from Davis »

» Account Aggregation

Reconciler

Overall User Rating

By Advisor Exchange LLC

2624 Patriot Blvd.

Glenview, IL 60026

advisorexchange.com


Contact

John Luciano (vice president)

jluciano@advisorexchange.com

(888) 623-7189 ext. 1

Integration
CRM products Solution 360ø
Financial planning applications Solution 360ø
Portfolio management applications Solution 360ø, Orion Advisor Desktop, PortfolioCenter, Assetbook
User Reviews

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 Whitney Man at (212) 210-0451 or wman@investmentnews.com.

Registration Benefits Include:

  • Daily news stories, opinions and commentary
  • Complete access to B-D and RIA rankings, industry data, company profiles, and IN's exclusive recruiting database
  • Free access to IN's enhanced, institutional quality Market Data section
  • Daily, breaking news and topical alerts