Bundled (multiple Products/modules Available)
|Envestnet Advisor Suite|
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value.
Orion Advisor Services, LLC empowers advisors with a comprehensive portfolio accounting service bureau that liberates you from your back office allowing more time to build client relationships. Orion offers the customization, integration and scale you need to build a better business and enjoy your business again.
|Advisor Proposal Generator||AdvisoryWorld|
|Advisor Xi||Envestnet | Tamarac|
|Advisors Assistant||Client Marketing Systems Inc.|
|Compliance Console by Techmate||C5 Solutions for Broker Dealers, by Techmate|
|Consortium Investment Policy Statement||The Consortium|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutions|
|Ebix CRM SmartOffice||Ebix|
|FinFolio Work Station||FinFolio, Inc.|
|Global Stock Portfolios and Strategies||Napier Investment Advisors|
|ICE (Integrated Capital Engine)||AdvisoryWorld|
|Junxure ClientView Live||Junxure|
|LOANS! For .Net - Loan Servicing Software||Benedict Group Inc.|
|Morningstar Advisor Workstation||Morningstar Inc.|
|Morningstar Direct||Morningstar Inc.|
|MyVest Strategic Portfolio System||MyVest|
|PCR - Aggregation & Reporting||Private Client Resources|
|PlanMember Securities Corp.|
|Redtail E-mail||Redtail Technology|
|Scivantage Wealth Management Platform||Scivantage|
|SecureMail & Email Encryption, Elements Compliance Platform||Erado|
|StockOpter Pro||Net Worth Strategies Inc.|
|StockOpter.com||Net Worth Strategies Inc.|
|Wealth Portal 360||Fusion Advisor|
|WealthTec Suite||WealthTec LLC|
|WinOPS / WebOPS||C5 Solutions for Broker Dealers, by Techmate|
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For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or firstname.lastname@example.org.