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.

Financial Planning

Name ▼Vendor
Advizr
Easy Money Power PlannerMoney Tree Software
emXEmoney Advisor
emX ProEmoney Advisor
Enterprise Retirement PlannerOMYEN Corp.
Finance LogixFinance Logix
Financeware
Golden Years Cash FlowMoney Tree Software
Income DiscoveryFiducioso Advisors
Income SolverRetiree Inc.
inStreaminStream Solutions
Last Advisor
MoneyGuideProPIETech Inc.
myStockOptions.commyStockOptions.com
NaviPlan®Advicent Solutions
Optimal Retirement PlannerDynaxys LLC
PlanBuilder FinancialFinancial Planning Consultants Inc.
Real Estate Investment FundStallion Capital Management
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 MarketingTorrid Technologies Inc.
RetireUp
Silver Financial PlannerMoney Tree Software
Social Security Maximizer? (FREE)OMYEN Corp.
SSAnalyzerSocial Security Solutions, Inc.
StyleDriftScorecardTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Wealth PlannerOMYEN Corp.
WealthElementsEquiSoft
WealthStation Financial PlanningSunGard Financial Systems
WebCalcs for AdvisorsTorrid Technologies Inc.

31 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.