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.

All Products

Name ▼Vendor
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
AARM AssetAnalytics
Accent Librarian
AccountQQuadron Data Solutions
Act4AdvisorsAllied Financial Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Archer MSAMarket Street Advisors
Arkovi Social Media Archiving and Surveillance
Back Room TechnicianAdvisys
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
Cabinet SAFE
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
cloudRIA - RIA OScloudRIA
CommissionCheckPriceMetrix
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 Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
EAI Platinum Back Office solutions
eFiduciary.net
eFileCabinet
eFileCabinet Desktop
ElevateCDS
FeeCheckPriceMetrix
Financeware
Financial DNADNA Behavior International
Finect
Firm Element Training and TrackingQuest CE
Global Relay ArchiveGlobal Relay
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client Wealth CenterBig Brain Works LLC
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
iChannel
Income DiscoveryFiducioso Advisors
Interactive Advisory Software (IAS)
iRebal, the Intelligent Rebalancer
Junxure ClientView LiveJunxure
LifeSpecs.com
Living Benefit Rider Calculator
MacroRisk Analytics
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyOffice Work Portals
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
NCS Compliance Management
NetDocuments
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS Registration Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PreciseFP
ProcessComposer
ProTracker Advantage
ProTracker Cloud
Reconciler
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
ReportCheckJohn Norwood Consulting LLC
Retirement Income Asset Manager by WHEEL
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SalesPage Data Management Sales Reporting and CRM
Satuit PAC
Satuit SecurePDF
SatuitCRMSatuit Technologies
Scan and Organize for ACT!Act4Advisors
Schwab OpenView Integrated Office
Scivantage Investor
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial Planner/Silver Online
Smarsh Electronic Message Archiving
Social Media Compliance
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecard
Sycamore Client Manager
Sycamore Client, Compliance and Commission Platform
Sycamore Commission Manager
Sycamore Compliance Manager
Total Advisor Back Office Solution
WealthBench/RiskManager
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WealthTrace Retirement Planner
WebCalcs for Advisors
XLR8 for Salesforce
XTRAC XTRAC Solutions

121 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.