Featured Research

The 2013 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.

Account Aggregation

Name ▼Vendor
Advent Custodial DataAdvent Software Inc.
AdvisorQQuadron Data Solutions
ByAllAccounts Inc.Morningstar Inc.
DST VisionDST Systems Inc.
Grendel Online - Client Wealth CenterBig Brain Works LLC
Investor/Advisor/Estate DashboardWealth Access Inc.
Questionnaire Hub
Reconciler
TotalView
Wealth Portal 360Fusion Advisor
XportPro

11 results

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.