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
All Products
| Name ▼ | Vendor |
| Featured | |
| Advent Black Diamond Performance Reporting Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry. |  |
| Featured | |
| Total Rebalance Expert TRX is the industry's leading independent portfolio rebalancing system. Find out how you can benefit from a patented, tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. www.trxpert.com |  |
| Accent Librarian | Accent Technologies Inc. |
| Advisor Rebalancing | Tamarac |
| Advisor Websites | AdvisorWebsites.com |
| Albridge Sales Practice Monitoring | Albridge Solutions Inc. |
| Albridge Wealth Reporting | Albridge Solutions Inc. |
| AssetBook | AssetBook |
| Back Room Technician | Advisys Inc. |
| BARS | BaySys Technology LLC |
| BondEdge | BondEdge Solutions |
| ByAllAccounts Inc. | ByAllAccounts Inc. |
| Cabinet SAFE | Cabinet |
| Complete Back Office Solutions for Independent Advisors | BridgePortfolio Inc. |
| Compliance Console by Techmate | Techmate LLC |
| Consortium BD Forms & Research Library | The Consortium |
| Consortium Business Continuity Plan (BCP) / Disaster Recovery Plan | The Consortium |
| Consortium Form ADV 2 Brochure Template | The Consortium |
| Consortium RIA Forms & Research Library | The Consortium |
| EAI Platinum Back Office solutions | EAI Information Systems Inc. |
| eFileCabinet Desktop | eFileCabinet Inc. |
| eFileCabinet Online | eFileCabinet Inc. |
| Global Relay Archive | Global Relay |
| Global Stock Portfolios and Strategies | Napier Investment Advisors LLC |
| Investor/Advisor/Estate Dashboard | Wealth Access Inc. |
| iRebal, the Intelligent Rebalancer | ThinkTech Inc. |
| Living Benefit Rider Calculator | LBCalc LLC |
| MCP Premium Basic | Torrid Technologies Inc. |
| NRS ComplianceGuardian Outside Business Activities Module | National Regulatory Services |
| PlanBuilder Financial | Financial Planning Consultants Inc. |
| Portfolio Lab | Kwanti |
| ProTracker Business Continuity Plan | ProTracker Software Inc. |
| Questionnaire Hub | eBusinessware |
| Rebalance Express | RedBlack Software LLC |
| Retirement Income Asset Manager by WHEEL | WHEEL |
| Schwab OpenView Integrated Office | Schwab Performance Technologies |
| TorridMobile | Torrid Technologies Inc. |
| Total Advisor Back Office Solution | BridgePortfolio Inc. |
| WebCalcs for Advisors | Torrid Technologies Inc. |
| WinOPS / WebOPS | Techmate LLC |
40 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.