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.
@Tech Tweets
May 17 06:29PM
Opportunity Mars rover is the new American champion of off-planet driving, 22.2 miles, beating out human-controlled lunar rover...
Account Aggregation
| Name ▼ | Vendor |
| Advent Custodial Data | Advent Software Inc. |
| AdvisorQ | Quadron Data Solutions |
| ByAllAccounts Inc. | ByAllAccounts Inc. |
| DST Vision | DST Systems Inc. |
| Grendel Online - Client Wealth Center | Big Brain Works LLC |
| Investor/Advisor/Estate Dashboard | Wealth Access Inc. |
| Questionnaire Hub | eBusinessware |
| Reconciler | Advisor Exchange LLC |
| TotalView | Advisor Exchange LLC |
| Wealth Portal 360 | Fusion Advisor |
| XportPro | Advisor Exchange LLC |
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.