Davis Janowski's Guide to Technology Solutions
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| CRM products | Salesforce.com, Microsoft Dynamics CRM |
| Financial planning applications | eMoney360 |
| Portfolio re-balancing software | Rebalance Express |
| Document management application | Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server |
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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