Davis Janowski's Guide to Technology Solutions
Contact DavisFingers pointed at Morgan Stanley, Nasdaq -- and social networking company's top execs; owners got theirs
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| Custodial platforms | Charles Schwab Advisor Services, TD Ameritrade Institutional, Fidelity Institutional Wealth Services, Scottrade Advisor Services, Trade-PMR Inc., Folio Institutional, Trust Co. of America, Shareholders Service Group |
| CRM products | Grendel Online |
| Financial planning applications | MoneyGuidePro |
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.
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