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
Act!Swiftpage Act
Act4AdvisorsAllied Financial Software Inc.
Advisor RebalancingEnvestnet | Tamarac
AllBackoffice Consulting
AnnuitySpecsWink Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Branch Audit Management ToolQuest CE
ByAllAccounts Inc.Morningstar Inc.
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
CompositeBuilderJohn Norwood Consulting, LLC
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 Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
Docupace ePACSDocupace Technologies
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
Ebix CRM SmartOfficeEbix
Fidelity Wealth CentralFidelity Institutional Wealth Services
Finance LogixFinance Logix
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client PortalBig Brain Works Inc.
ICE (Integrated Capital Engine)AdvisoryWorld
Income DiscoveryFiducioso Advisors
iRebal, the Intelligent RebalancerTD Ameritrade Inc.
Junxure ClientView LiveJunxure
Life & HealthcareOMYEN Corp.
LifeSpecsWink Inc.
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyRIAComplianceRIA in a Box
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
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.
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Quik! Transaction ManagerEfficient Technology Inc.
Redtail CRMRedtail Technology
Registered Investment Compliance Advisor
Renaissance LMSQuest CE
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare plannerOMYEN Corp.
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
RIA Registration ServicesRIA in a Box
Scan and Organize for ACT!Act4Advisors
Schwab Portfolio Rebalancer Charles Schwab & Co
Schwab PortfolioCenterSchwab Performance Technlogies
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial PlannerMoney Tree Software
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecardTorrid Technologies Inc.
Wealthbox CRMWealthbox CRM
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.
XLR8 for SalesforceConcenter Services
YCharts ProfessionalYCharts

97 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.