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
Advisors AssistantClient Marketing Systems Inc.
AllBackoffice Consulting
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium Investment Policy StatementThe Consortium
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
Ebix CRM SmartOfficeEbix
FinFolio Work StationFinFolio, Inc.
Global Stock Portfolios and StrategiesNapier Investment Advisors
GrendelBig Brain Works LLC
Grendel Online - Client PortalBig Brain Works LLC
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Junxure ClientView LiveJunxure
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Motif Advisor
MyDoXSIGNiX
MyVest Strategic Portfolio SystemMyVest
PCR - Aggregation & ReportingPrivate Client Resources
PlanMember Securities Corp.
Portfolio Pathway
PreciseFPnone
QuesttrakQuest CE
Redtail E-mailRedtail Technology
SCANalyticsAdvisoryWorld
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TalentObjects
WealthTec SuiteWealthTec LLC
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

37 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.