Advisor Xi

AssetBook

AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors.

RIAM Income Planning

Satisfying the needs and objectives of today's retirees is a lot easier when you have the tools it takes to create flexible, easy-to-understand retirement income strategies.

ASI goalgamiPro

ASI's goalgamiPro captures the commitments and resources of a household, and provides the first gauge of affordability of a clients lifetime goal plan.

MailBanc

MailBanc is a robust, yet easy-to-manage, suite of enterprise-class messaging solutions designed and scaled for small to mid-sized investment advisors and broker-dealers.

Interactive Advisory Software (IAS) Solution 360

Interactive Advisory Software (IAS) offers Solution 360˚, a holistic, wealth management software application built around a single client database.

NRS ComplianceMAX

Laserfiche Avante

Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions.

AdvisoryWorld

AdvisoryWorld provides Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations and Financial Planning Software to investment professionals.

ProTracker Advantage

Envestnet Advisor Suite

Envestnet, Inc. (NYSE: ENV) is a leading provider of integrated wealth management software and services to financial advisors.

IPS AdvisorPro

IPS AdvisorPro® offers a flexible solution to creating and managing fully customized Investment Policy Statements for your clients that is easy to use through an encrypted, secure web-based environment.

Cornerstone PowerAdvisor

Cornerstone Revolutions is a total solution provider with software and service solutions for independent investment advisors.