Overall User Rating
By Advisor Exchange LLC
2624 Patriot Blvd.
Glenview, IL 60026
Contact
John Luciano (vice president)
(888) 623-7189 ext. 1
| CRM products | Solution 360ø |
| Financial planning applications | Solution 360ø |
| Portfolio management applications | Solution 360ø, Orion Advisor Desktop, PortfolioCenter, Assetbook |
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.