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
Cheshire Wealth ManagerCheshire Software Inc.
CommissionCheckPriceMetrix
Communication DNADNA Behavior International
Easy Money Power PlannerMoney Tree Software
Enterprise Retirement PlannerOMYEN Corp.
FeeCheckPriceMetrix
Finance LogixFinance Logix
Financeware
Financial DNADNA Behavior International
goalgamiProAdvisor Software
Golden Years Cash FlowMoney Tree Software
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
IPS AdvisorProfi360 Inc.
Last Advisor
MoneyGuidePro
Morningstar Advisor WorkstationMorningstar Inc.
myStockOptions.commyStockOptions.com
NaviPlan®Advicent Solutions
PlanBuilder FinancialFinancial Planning Consultants Inc.
Profiles?Advicent Solutions
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
Social Security Maximizer? (FREE)OMYEN Corp.
StyleDriftScorecardTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Wealth PlannerOMYEN Corp.
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.

30 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.