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.

Bundled (multiple Products/modules Available)

Name ▼Vendor
Featured
Featured
Featured
Featured
Featured
Act4AdvisorsAllied Financial Software Inc.
Adhesion Wealth Management Platform
Advisor Proposal GeneratorAdvisoryWorld
AdvisorQQuadron Data Solutions
Advisors AssistantClient Marketing Systems Inc.
AllBackoffice Consulting
Archer MSAMarket Street Advisors
Back Room TechnicianAdvisys
Branch Audit Management ToolQuest CE
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cambridge Investment Research Inc.
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Capital Markets Compliance NICE Actimize
cloudRIA - RIA OScloudRIA
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium Investment Policy StatementThe Consortium
DataProQuadron Data Solutions
Docupace ePACS
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
Dynamo Platform for Investment OperationsNetage Solutions
Ebix CRM SmartOfficeEbix
ElevateCDS
eMoney 360
eMoney 360 Pro
eReportal
ETF Tools Suite Interactive Data
eZ-Adviser
FDx SingleSight
FDx SingleSightFolioDynamix
FinFolio Work Station
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Interactive Advisory Software (IAS)
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
Junxure ClientView LiveJunxure
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MaestroArtisan Software Inc.
Market-QInteractive Data
Market-Q MobileInteractive Data
MoneyBlock
MyVest Strategic Portfolio SystemMyVest
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
PlanMember Securities Corp.
Portfolio Pathway
PreciseFP
Redtail E-mailRedtail Technology
RepertoireArtisan Software Inc.
RetirementView360 Marketing
SecureMail & Email Encryption, Elements Compliance PlatformErado
SEISEI Wealth Platform
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
Unified Wealth PlatformFiserv
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthStationSunGard
WINK
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XTRAC XTRAC Solutions

69 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.