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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

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or