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.
@Tech Tweets
Financial Planning
| Name ▼ | Vendor |
| Featured | |
| Finance Logix Finance Logix ® combines the latest technologies with easy to use financial planning tools to help you grow your business, enhance the services you provide your clients all while enabling you to spend less time constructing plans and more time implementing them. |  |
| Back Room Technician | Advisys Inc. |
| Cheshire Wealth Manager | Cheshire Software Inc. |
| Communication DNA | DNA Behavior International |
| Easy Money | Money Tree Software Inc. |
| ETF Tools Suite | Interactive Data |
| FIAnalystLite | Torrid Technologies, Inc. |
| Financeware | Wealthcare Capital Management Inc. |
| Financial DNA | DNA Behavior International |
| goalgamiPro | Advisor Software Inc. |
| Golden Years | Money Tree Software Inc. |
| Income Discovery | Fiducioso Advisors Inc. |
| inStream | inStream Solutions |
| Living Benefit Rider Calculator | LBCalc LLC |
| MacroRisk Analytics | c4cast.com Inc. |
| Market-Q Mobile | Interactive Data |
| MCP Premium Basic | Torrid Technologies Inc. |
| MCP Premium Pro | Torrid Technologies Inc. |
| MoneyGuidePro | PIEtech Inc. |
| Morningstar Advisor Workstation | Morningstar Inc. |
| Morningstar Principia | Morningstar Inc. |
| myStockOptions.com | myStockPlan.com Inc. |
| PlanBuilder Financial | Financial Planning Consultants Inc. |
| Retirement Income Asset Manager by WHEEL | WHEEL |
| RetirementView - Professional | Torrid Technologies Inc. |
| RetirementView360 | Torrid Technologies Inc. |
| Silver Financial Planner/Silver Online | Money Tree Software Inc. |
| StockOpter Pro | Net Worth Strategies Inc. |
| StyleDriftScorecard | Torrid Technologies Inc. |
| TorridMobile | Torrid Technologies Inc. |
| TOTAL Planning Suite | Money Tree Software Inc. |
| Wealth PlannerTM | OMYEN Corp. |
| WealthTrace Retirement Planner | WealthTrace |
| WebCalcs for Advisors | Torrid Technologies Inc. |
34 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.