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.

All Products

Name ▼Vendor
Act!Swiftpage Act
Act4AdvisorsAllied Financial Software Inc.
Advisor Proposal GeneratorAdvisoryWorld
Advisor RebalancingEnvestnet | Tamarac
Advisor Websites
Advisor XiEnvestnet | Tamarac
Advisors AssistantClient Marketing Systems Inc.
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AllBackoffice Consulting
AnnuitySpecsWink Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
ATOM AlignBlazePortfolio
BARS - Billing and Reporting SolutionBaySys Technology LLC
blueleafBlueleaf Wealth Inc.
Branch Audit Management ToolQuest CE
ByAllAccounts Inc.Morningstar Inc.
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
CompositeBuilderJohn Norwood Consulting, LLC
Consortium BD Forms & Research LibraryThe Consortium
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Identity Theft Prevention ProgramThe Consortium
Consortium Investment Policy StatementThe Consortium
Consortium Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
Digital Advisor PlatformInvessence Inc.
Docupace ePACSDocupace Technologies
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
Easy Money Power PlannerMoney Tree Software
emXEmoney Advisor
emX ProEmoney Advisor
Enterprise Retirement PlannerOMYEN Corp.
FDx SingleSightFolioDynamix
Fidelity Wealth CentralFidelity Institutional Wealth Services
Finance LogixFinance Logix
FinFolio Work StationFinFolio, Inc.
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GrendelBig Brain Works Inc.
Grendel Online - Client PortalBig Brain Works Inc.
ICE (Integrated Capital Engine)AdvisoryWorld
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
InvestWorksInvestment Metrics LLC
IPS AdvisorProfi360 Inc.
iRebal, the Intelligent RebalancerTD Ameritrade Inc.
Junxure ClientView LiveJunxure
Last Advisor
Life & HealthcareOMYEN Corp.
LifeSpecsWink Inc.
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Mobile AssistantMobile Assistant Inc.
MoneyGuideProPIETech Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
Motif Advisor
MyRIAComplianceRIA in a Box
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
NaviPlan®Advicent Solutions
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
NRS ComplianceGuardian Outside Business Activities ModuleNational Regulatory Services
NRS ComplianceGuardian Policy Architect ModuleNational Regulatory Services
NRS ComplianceGuardian RepTrackerNational Regulatory Services
NRS ComplianceMAXNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Continuing Education ModuleNational Regulatory Services
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
NRS Registration ServicesNational Regulatory Services
Optimal Retirement PlannerDynaxys LLC
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
Portfolio Pathway
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
Registered Investment Compliance Advisor
Renaissance LMSQuest CE
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 MarketingTorrid Technologies Inc.
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
RIA Registration ServicesRIA in a Box
Scan and Organize for ACT!Act4Advisors
Schwab Portfolio Rebalancer Charles Schwab & Co
Schwab PortfolioCenterSchwab Performance Technlogies
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial PlannerMoney Tree Software
SmartOfficeEbix Inc.
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecardTorrid Technologies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
TradeWarrior SoftwareNone
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
Wealthbox CRMWealthbox CRM
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for SalesforceConcenter Services
YCharts ProfessionalYCharts

155 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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.