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)

Name ▼Vendor
Featured
Featured
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
Advisor XiEnvestnet | Tamarac
Advisors AssistantClient Marketing Systems Inc.
AllBackoffice Consulting
BDC Mid-Market AdvantageAdvantage Data Inc.
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium Investment Policy StatementThe Consortium
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
External ITExternal IT
eZ-Adviser
FinFolio Work StationFinFolio, Inc.
Global Stock Portfolios and StrategiesNapier Investment Advisors
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Interactive Advisory Software (IAS)Interactive Advisory Software
Junxure ClientView LiveJunxure
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
MyDoXSIGNiX
MyVest Strategic Portfolio SystemMyVest
PCR - Aggregation & ReportingPrivate Client Resources
PlanMember Securities Corp.
Portfolio Pathway
PreciseFPnone
QuesttrakQuest CE
Redtail E-mailRedtail Technology
RPAGRetirement Plan Advisory Group
SCANalyticsAdvisoryWorld
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TalentObjects
Wealth Portal 360Fusion Advisor
WealthTec SuiteWealthTec LLC
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

40 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.