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
Act!Swiftpage Act
Act4AdvisorsAllied Financial Software Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
GrendelBig Brain Works Inc.
Grendel Online - Client PortalBig Brain Works Inc.
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Redtail CRMRedtail Technology
SmartOfficeEbix Inc.
Wealthbox CRMWealthbox CRM
XLR8 for SalesforceConcenter Services

14 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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.