Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)


By Big Brain Works Inc.

140 W. Gay St., Suite 300.

West Chester, PA 19380


Services Offered

  • Account aggregation
  • CRM
  • Document management
  • Portfolio management
  • Portfolio re-balancing
  • Additional services: Client Portal, Email Archive, Data Services

Contact for Additional Product Information

George Guidotti

vice president of sales and business development

(888) 824-4477


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 Ayana Reid at (212) 210-0774 or areid@investmentnews.com.