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.

Document Management

Name ▼Vendor
Featured
Docupace ePACSDocupace Technologies
Everplans ProfessionalEverplans
LaserficheLaserfiche
Patrina Compliant Data Capture + ArchivingPatrina Corporation
Patrina Records ManagementPatrina Corporation
Quik! Transaction ManagerEfficient Technology Inc.
Redtail ImagingRedtail Technology
Scan and Organize for ACT!Act4Advisors
SeismicSeismic
XTRAC XTRAC Solutions

11 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.