Bundled (multiple Products/modules Available)
Advisor Xi is an integrated web-based platform designed specifically to address the needs of today's independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, portfolio rebalancing and trading software with an online client portal and an enterprise-level CRM.
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|
|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|
|Grendel||Big Brain Works LLC|
|Grendel Online - Client Portal||Big Brain Works LLC|
|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.|
|WealthTec Suite||WealthTec LLC|
|WinOPS / WebOPS||C5 Solutions for Broker Dealers, by Techmate|
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