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
Act4AdvisorsAllied Financial Software Inc.
Adhesion Wealth Management Platform
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
Andesa Services
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
BondEdgeBondEdge Solutions
Branch Audit Management ToolQuest CE
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cambridge Investment Research Inc.
clearTREND ResearchThe Appleton Group
cloudRIA - RIA OScloudRIA
Communication DNADNA Behavior International
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 Policies Procedures & Code EthicsThe 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 VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
ElevateCDS
eZ-Adviser
FDx SingleSight
FDx SingleSightFolioDynamix
Financial DNADNA Behavior International
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GoldMine Premium EditionFrontRange Solutions Inc.
Grendel OnlineBig Brain Works LLC
Grendel Online - Client Wealth CenterBig Brain Works LLC
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Income DiscoveryFiducioso Advisors
Interactive Advisory Software (IAS)
Investor/Advisor/Estate DashboardWealth Access Inc.
IPS AdvisorProfi360 Inc.
IPS AdvisorProfi360 Inc.
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MoneyGuidePro
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
MyDoXSIGNiX
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS ComplianceMAX Audit Technology
NRS ComplianceMAX Continuing Education Module
NRS ComplianceMAX Public Communications and Advertising Review Module
NRS ComplianceMAX Rep Insight Module
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PrimaGuide PlusEnvestnet | PMC
ProTracker Advantage
ProTracker Cloud
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
Scan and Organize for ACT!Act4Advisors
StyleDriftScorecard
TorridMobile Marketing Apps
Trade Order ManagementOrion Advisor Services
TradeWarrior Software
Unified Wealth PlatformFiserv
WebCalcs for Advisors

95 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.