Featured Research

The 2013 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.

Financial Planning

Name ▼Vendor
Back Room TechnicianAdvisys
Cheshire Wealth ManagerCheshire Software Inc.
Communication DNADNA Behavior International
Easy MoneyMoney Tree Software
ETF Tools Suite Interactive Data
FIAnalystLiteTorrid Technologies
Financial DNADNA Behavior International
Golden Years Cash FlowMoney Tree Software
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
Living Benefit Rider Calculator
MacroRisk Analytics
Market-Q MobileInteractive Data
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
NaviPro Suite (NaviPlan and Profiles)
PlanBuilder FinancialFinancial Planning Consultants Inc.
Retirement Income Asset Manager by WHEEL
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
Silver Financial Planner/Silver Online
StockOpter ProNet Worth Strategies Inc.
TorridMobile Marketing Apps
TOTAL Planning SuiteMoney Tree Software
Wealth Planner?OMYEN Corp.
WealthStation Financial PlanningSunGard Financial Systems
WealthTrace Retirement Planner
WebCalcs for Advisors

35 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.