Bundled (multiple Products/modules Available)
|Advent - Black Diamond Performance Reporting|
Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry.
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.
|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.
|Orion Advisor Services|
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.
AdvisoryWorld provides Portfolio Analytics, Investment Planning and Proposal Generation Apps and Services to investment professionals. The applications enable advisors to review asset allocation and optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
|Act4Advisors||Allied Financial Software Inc.|
|Adhesion Wealth Management Platform|
|Advisor Proposal Generator||AdvisoryWorld|
|AdvisorQ||Quadron Data Solutions|
|Advisors Assistant||Client Marketing Systems Inc.|
|Archer MSA||Market Street Advisors|
|Back Room Technician||Advisys|
|Branch Audit Management Tool||Quest 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 OS||cloudRIA|
|Compliance Console by Techmate||C5 Solutions for Broker Dealers, by Techmate|
|Consortium Investment Policy Statement||The Consortium|
|DataPro||Quadron Data Solutions|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutions|
|Dynamo Platform for Investment Operations||Netage Solutions|
|Ebix CRM SmartOffice||Ebix|
|eMoney 360 Pro|
|ETF Tools Suite||Interactive Data|
|FinFolio Work Station|
|ICE (Integrated Capital Engine)||AdvisoryWorld|
|Interactive Advisory Software (IAS)|
|Investor/Advisor/Estate Dashboard||Wealth Access Inc.|
|iPM - Intelligent Portfolio Management||INDATA|
|Junxure ClientView Live||Junxure|
|LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net|
|Maestro||Artisan Software Inc.|
|Market-Q Mobile||Interactive Data|
|MyVest Strategic Portfolio System||MyVest|
|PARis; Performance Analysis & Reporting Information System||Investment Metrics LLC|
|PCR - Aggregation & Reporting||Private Client Resources|
|PlanMember Securities Corp.|
|Redtail E-mail||Redtail Technology|
|Repertoire||Artisan Software Inc.|
|SecureMail & Email Encryption, Elements Compliance Platform||Erado|
|SEI||SEI Wealth Platform|
|StockOpter Pro||Net Worth Strategies Inc.|
|StockOpter.com||Net Worth Strategies Inc.|
|Unified Wealth Platform||Fiserv|
|Wealth Portal 360||Fusion Advisor|
|Wealthcare RIA Services|
|WinOPS / WebOPS||C5 Solutions for Broker Dealers, by Techmate|
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.