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.

CRM

Name ▼Vendor
Act!Swiftpage Act
Act4AdvisorsAllied Financial Software Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
GreenRope
GrendelBig Brain Works Inc.
Grendel Online - Client PortalBig Brain Works Inc.
JunxureJunxure
ProcessComposer
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Redtail CRMRedtail Technology
RIA Branding, Marketing & WebsitesTactiBrand Inc.
SatuitCRMSatuit Technologies
SmartOfficeEbix Inc.
Wealthbox CRMWealthbox CRM
XLR8 for SalesforceConcenter Services

16 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 Letitia Buchan at (212) 210-0451 or lbuchan@investmentnews.com.

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