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.

All Products

Name ▼Vendor
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
ACS Compliance Risk ManagementAutomated Compliance Solutions
Act4AdvisorsAllied Financial Software Inc.
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
AdvisorQQuadron Data Solutions
Advisors AssistantClient Marketing Systems Inc.
Albridge Document ManagementAlbridge, an affiliate of Pershing
Albridge Sales Practice MonitoringAlbridge, an affiliate of Pershing
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AllBackoffice Consulting
Alpha Theory
Andesa Services
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Archer MSAMarket Street Advisors
AssetBookNone
Atom AlignBlazePortfolio
Back Room TechnicianAdvisys
BARS - Billing and Reporting SolutionBaySys Technology LLC
Branch Audit Management ToolQuest CE
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
Cabinet SAFE
Cambridge Investment Research Inc.
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Capital Markets Compliance NICE Actimize
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
cloudRIA - RIA OScloudRIA
Communication DNADNA Behavior International
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
Consortium BD Forms & Research LibraryThe Consortium
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Identity Theft Prevention ProgramThe Consortium
Consortium Investment Policy StatementThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
DataProQuadron Data Solutions
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
Easy Money Power PlannerMoney Tree Software
Ebix CRM SmartOfficeEbix
eFileCabinet
ElevateCDS
Enterprise Retirement PlannerOMYEN Corp.
eReportal
Examiner Wolters Kluwer Financial Services Inc.
eZ-Adviser
Finance LogixFinance Logix
Financeware
Financial DNADNA Behavior International
FinFolio Work StationFinFolio, Inc.
Firm Element Training and TrackingQuest CE
Global Relay ArchiveGlobal Relay
Global Stock Portfolios and StrategiesNapier Investment Advisors
goalgamiProAdvisor Software
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client PortalBig Brain Works LLC
ICE (Integrated Capital Engine)AdvisoryWorld
inStreaminStream Solutions
Interactive Advisory Software (IAS)none
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
IPS AdvisorProfi360 Inc.
LaserficheLaserfiche
Last Advisor
Life & HealthcareOMYEN Corp.
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
MaestroArtisan Software Inc.
Market-QInteractive Data
Market-Q MobileInteractive Data
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
NaviPlan®Advicent Solutions
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
NRS ComplianceGuardian Outside Business Activities ModuleNational Regulatory Services
NRS ComplianceGuardian Policy Architect ModuleNational Regulatory Services
NRS ComplianceGuardian RepTrackerNational Regulatory Services
NRS ComplianceMAXNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Continuing Education ModuleNational Regulatory Services
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
NRS Registration ServicesNational Regulatory Services
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
Portfolio LabKwanti
Portfolio Pathway
PrimaGuide PlusEnvestnet | PMC
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
RebalNowMarketware International Inc.
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
Renaissance LMSQuest CE
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 MarketingTorrid Technologies Inc.
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SatuitCRMSatuit Technologies
Scan and Organize for ACT!Act4Advisors
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StyleDriftScorecardTorrid Technologies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Total Portfolio ExpertTRX
Total Rebalance ExpertTRX
tPortalTRX
Trade Order ManagementOrion Advisor Services
TradeWarrior SoftwareNone
Unified Wealth PlatformFiserv
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.
XLR8 for SalesforceConcenter Services
XTRAC XTRAC Solutions

155 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.