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.


Name ▼Vendor
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Redtail CRMRedtail Technology
XLR8 for SalesforceConcenter Services

7 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.