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.
AdvisoryWorld provides Portfolio Analytics and Investment Planning, Proposal Generation, Hypothetical Illustrations and Financial Planning Software Apps, Reports and Professional Services to investment professionals.
|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.
|Interactive Advisory Software (IAS) Solution 360|
Founded in 2001, Interactive Advisory Software provides the only fully integrated, web-based software-as-a-service (SaaS) comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers.
NRS ComplianceMAX is a compliance and risk management platform for broker-dealers, mutual fund companies, investment advisors, banks and insurance companies.
Broadridge Wealth delivers multi-currency, multi-language technology solutions for trading, account management, portfolio management, client reporting, and performance measurement that is back office agnostic and includes expert data integration.
|401k Confidence||Reddark Technologies Inc.|
|AARM AssetAnalytics||AARM Corp.|
|AccountQ||Quadron Data Solutions|
|Adhesion Wealth Management Platform||Adhesion Wealth Advisor Solutions Inc.|
|Advisor Proposal Generator||AdvisoryWorld|
|Advisors Assistant||Client Marketing Systems Inc.|
|AdvisorWorks||Netherby Advisors LLC|
|Albridge Wealth Reporting||Albridge Solutions Inc.|
|AppCrown (Salesforce.com overlay)||AppCrown LLC|
|Archer MSA||Market Street Advisors|
|cloudRIA - RIA OS||cloudRIA|
|Complete Back Office Solutions for Independent Advisors||BridgePortfolio Inc.|
|Compliance Console by Techmate||Techmate LLC|
|DataPro||Quadron Data Solutions|
|Docupace ePACS||Docupace Technologies LLC|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutons LLC|
|DST VisionProfessional||DST Systems Inc.|
|EAI Platinum Back Office solutions||EAI Information Systems Inc.|
|eFiduciary.net||FCRC Apps LLC|
|eMoney 360||eMoney Advisor|
|eMoney 360 Pro||eMoney Advisor|
|eReportalDeck||Varden Technologies Inc.|
|fi360 Toolkit for Advisors||fi360 Inc.|
|ICE (Integrated Capital Engine)||AdvisoryWorld|
|iPM - Intelligent Portfolio Management||INDATA|
|Junxure ClientView Live||CRM Software Inc.|
|Maestro||Artisan Software Inc.|
|MyOffice Work Portals||iPrism Global Inc.|
|MyVest Strategic Portfolio System||MyVest|
|Nirvana Enterprise||Nirvana Solutions|
|NRS ComplianceGuardian||National Regulatory Services|
|PARis; Performance Analysis & Reporting Information System||Investment Metrics LLC|
|PCR - Aggregation & Reporting||Private Client Resources|
|Portfolio Pathway||Portfolio Pathway|
|ProTracker Cloud||ProTracker Software Inc.|
|Repertoire||Artisan Software Inc.|
|ReportQ||Quadron Data Solutions|
|SalesPage Data Management Sales Reporting and CRM||SalesPage Technologies LLC|
|Satuit PAC||Satuit Technologies Inc.|
|Schwab OpenView Integrated Office||Schwab Performance Technologies|
|StockOpter.com||Net Worth Strategies Inc.|
|StyleADVISOR||Informa Investment Solutions Inc.|
|Sycamore Client, Compliance and Commission Platform||Sycamore Company|
|Sycamore Commission Manager||Sycamore Co.|
|Total Advisor Back Office Solution||BridgePortfolio Inc.|
|Unified Wealth Platform||Fiserv|
|Wealthcare Unified Managed Household Program||Wealthcare Capital Management Inc.|
|WealthStation||SunGard Data Systems Inc.|
|WealthTec Suite||WealthTec LLC|
|WinOPS / WebOPS||Techmate LLC|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INfirstname.lastname@example.org.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or email@example.com.