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Overall User Rating
By Nirvana Solutions
61 Broadway, Suite 2830
New York, NY 10006
Contact
Pamm Ranaldi
pamm.ranaldi@nirvanasolutions.com
(212) 768-3410
| Account aggregation services | ByAllAccounts Inc. |
| Custodial platforms | Charles Schwab Advisor Services, TD Ameritrade Institutional, Fidelity Institutional Wealth Services, Pershing Advisor Solutions LLC, RBC Advisor Services |
| 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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