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.
@Tech Tweets
Bundled (multiple Products/modules Available)
| Name ▼ | Vendor |
| Featured | |
| AdvisoryWorld AdvisoryWorld provides Portfolio Analytics and Investment Planning, Proposal Generation, Hypothetical Illustrations and Financial Planning Software Apps, Reports and Professional Services to investment professionals. |  |
| Featured | |
| Envestnet Advisor Suite Envestnet, Inc. (NYSE: ENV) is a leading provider of integrated wealth management software and services to financial advisors. |  |
| Featured | |
| NRS ComplianceMAX NRS ComplianceMAX is a compliance and risk management platform for broker-dealers, mutual fund companies, investment advisors, banks and insurance companies. |  |
| AARM AssetAnalytics | AARM Corp. |
| AccountQ | Quadron Data Solutions |
| Adhesion Wealth Management Platform | Adhesion Wealth Advisor Solutions Inc. |
| Advisor Proposal Generator | AdvisoryWorld |
| Advisor Websites | AdvisorWebsites.com |
| Advisor Xi | Tamarac |
| Advisors Assistant | Client Marketing Systems Inc. |
| AdvisorWorks | Netherby Advisors LLC |
| Albridge Wealth Reporting | Albridge Solutions Inc. |
| AnnuitySpecs.com | Wink Inc. |
| AppCrown (Salesforce.com overlay) | AppCrown LLC |
| Archer MSA | Market Street Advisors |
| Atom Align | BlazePortfolio |
| CommissionCheck | PriceMetrix Inc. |
| 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 |
| ElevateCDS | ElevateCDS |
| eMoney 360 | eMoney Advisor |
| eMoney 360 Pro | eMoney Advisor |
| eReportalDeck | Varden Technologies Inc. |
| eZ-Adviser | eZ-Adviser |
| FDx SingleSight | FolioDynamix |
| FeeCheck | PriceMetrix Inc. |
| fi360 Toolkit for Advisors | fi360 Inc. |
| Finect | |
| HedgeACT/ClearVest | |
| ICE (Integrated Capital Engine) | AdvisoryWorld |
| iChannel | Conarc Inc. |
| Interactive Advisory Software (IAS) Solution 360 | Interactive Advisory Software LLC |
| iPM - Intelligent Portfolio Management | INDATA |
| Junxure ClientView Live | CRM Software Inc. |
| LifeSpecs.com | Wink Inc. |
| Maestro | Artisan Software Inc. |
| MyOffice Work Portals | iPrism Global Inc. |
| Nirvana Enterprise | Nirvana Solutions |
| NRS ComplianceGuardian | National Regulatory Services |
| Orion Solutions | Orion Advisor Services LLC |
| PARis; Performance Analysis & Reporting Information System | Investment Metrics LLC |
| PCR - Aggregation & Reporting | Private Client Resources |
| Portfolio Pathway | Portfolio Pathway |
| PreciseFP | PreciseFP |
| ProTracker Cloud | ProTracker Software Inc. |
| Repertoire | Artisan Software Inc. |
| ReportQ | Quadron Data Solutions |
| SalesPage CRM, Data Management and Sales Reporting Solutions | SalesPage Technologies LLC |
| Satuit PAC | Satuit Technologies Inc. |
| SCANalytics | AdvisoryWorld |
| Schwab OpenView Integrated Office | Schwab Performance Technologies |
| Scivantage Investor | Scivantage |
| 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 |
| ValueOne | PriceMetrix Inc. |
| Voyanta | Voyanta |
| Wealthcare Unified Managed Household Program | Wealthcare Capital Management Inc. |
| WealthElements | EquiSoft Inc. |
| WealthTec Suite | WealthTec LLC |
| WinOPS / WebOPS | Techmate LLC |
| XTRAC | XTRAC Solutions |
71 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.