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
GoldMine Premium EditionFrontRange Solutions Inc.
GrendelBig Brain Works LLC
ProTracker Advantage
ProTracker Cloud
Redtail CRMRedtail Technology
SatuitCRMSatuit Technologies
XLR8 for Salesforce

12 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.