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
Featured
401k ConfidenceReddark Technologies Inc.
AARM AssetAnalyticsAARM Corp.
AccountQQuadron Data Solutions
Adhesion Wealth Management PlatformAdhesion Wealth Advisor Solutions Inc.
Advisor Proposal GeneratorAdvisoryWorld
Advisor WebsitesAdvisorWebsites.com
Advisors AssistantClient Marketing Systems Inc.
AdvisorWorksNetherby Advisors LLC
Albridge Wealth ReportingAlbridge Solutions Inc.
AnnuitySpecs.comWink Inc.
AppCrown (Salesforce.com overlay)AppCrown LLC
Archer MSAMarket Street Advisors
Atom AlignBlazePortfolio
cloudRIA - RIA OScloudRIA
CommissionCheckPriceMetrix CommissionCheck
Complete Back Office Solutions for Independent AdvisorsBridgePortfolio Inc.
Compliance Console by TechmateTechmate LLC
DataProQuadron Data Solutions
Docupace ePACSDocupace Technologies LLC
DonorFirst for Financial InstitutionsCrown Philanthropic Solutons LLC
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutionsEAI Information Systems Inc.
eFiduciary.netFCRC Apps LLC
ElevateCDSElevateCDS
eMoney 360eMoney Advisor
eMoney 360 ProeMoney Advisor
eReportalDeckVarden Technologies Inc.
eZ-AdvisereZ-Adviser
FDx SingleSightFolioDynamix
FeeCheckPriceMetrix FeeCheck
fi360 Toolkit for Advisorsfi360 Inc.
Finect
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
iChannelConarc Inc.
iPM - Intelligent Portfolio ManagementINDATA
Junxure ClientView LiveCRM Software Inc.
LifeSpecs.comWink Inc.
MaestroArtisan Software Inc.
Market-QInteractive Data
MyOffice Work PortalsiPrism Global Inc.
MyVest Strategic Portfolio SystemMyVest
Nirvana EnterpriseNirvana Solutions
NRS ComplianceGuardianNational Regulatory Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Portfolio PathwayPortfolio Pathway
PreciseFPPreciseFP
ProTracker CloudProTracker Software Inc.
RepertoireArtisan Software Inc.
ReportQQuadron Data Solutions
SalesPage Data Management Sales Reporting and CRMSalesPage Technologies LLC
Satuit PACSatuit Technologies Inc.
SCANalyticsAdvisoryWorld
Schwab OpenView Integrated OfficeSchwab Performance Technologies
Scivantage InvestorScivantage
StockOpter.comNet Worth Strategies Inc.
StyleADVISORInforma Investment Solutions Inc.
Sycamore Client, Compliance and Commission PlatformSycamore Company
Sycamore Commission ManagerSycamore Co.
Total Advisor Back Office SolutionBridgePortfolio Inc.
Unified Wealth PlatformFiserv
ValueOnePriceMetrix ValueOne
VoyantaVoyanta
WealthBenchMSCI Inc.
Wealthcare Unified Managed Household ProgramWealthcare Capital Management Inc.
WealthElementsEquiSoft Inc.
WealthServBlueSun Inc.
WealthStationSunGard Data Systems Inc.
WealthTec SuiteWealthTec LLC
WinOPS / WebOPSTechmate LLC
XTRAC XTRAC Solutions

78 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.