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 Inc.
Cheshire Wealth ManagerCheshire Software Inc.
Communication DNADNA Behavior International
Easy MoneyMoney Tree Software Inc.
ETF Tools Suite Interactive Data
FIAnalystLiteTorrid Technologies, Inc.
FinancewareWealthcare Capital Management Inc.
Financial DNADNA Behavior International
goalgamiProAdvisor Software Inc.
Golden YearsMoney Tree Software Inc.
Income DiscoveryFiducioso Advisors Inc.
inStreaminStream Solutions
Living Benefit Rider CalculatorLBCalc LLC
MacroRisk Analyticsc4cast.com Inc.
Market-Q MobileInteractive Data
MCP Premium BasicTorrid Technologies Inc.
MCP Premium ProTorrid Technologies Inc.
MoneyGuideProPIEtech Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar PrincipiaMorningstar Inc.
myStockOptions.commyStockPlan.com Inc.
NaviPro Suite (NaviPlan and Profiles)Zywave
PlanBuilder FinancialFinancial Planning Consultants Inc.
Retirement Income Asset Manager by WHEELWHEEL
RetirementView - ProfessionalTorrid Technologies Inc.
RetirementView360Torrid Technologies Inc.
Silver Financial Planner/Silver OnlineMoney Tree Software Inc.
StockOpter ProNet Worth Strategies Inc.
StyleDriftScorecardTorrid Technologies Inc.
TorridMobileTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software Inc.
Wealth PlannerTMOMYEN Corp.
WealthStation Financial PlanningSunGard Data Systems Inc.
WealthTrace Retirement PlannerWealthTrace
WebCalcs for AdvisorsTorrid Technologies Inc.

36 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.