|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.
In a socially connected, always-on world, it has never been more important for firms to deliver differentiated and compelling customer experiences. Advisor CRM helps your various team members deliver amazing customer experiences.
Efficient portfolio management begins with disciplined and flexible portfolio construction. Whether you're using a passive or active management strategy, Advisor Rebalancing dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity.
Advisor View™ provides portfolio analysis, personal dashboards, customizable PDF performance reports and powerful billing capabilities. The included client portal engages clients online with dynamic portfolio reports and document vault for secure communications.
Advisor Xi is an integrated web-based platform designed specifically to address the needs of today's independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, portfolio rebalancing and trading software with an online client portal and an enterprise-level CRM.
AdvisoryWorld provides Portfolio Analytics and Investment Planning, Proposal Generation, Hypothetical Illustrations and Financial Planning Software Apps, Reports and Professional Services to investment professionals.
|Envestnet Advisor Suite|
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value.
|Interactive Advisory Software (IAS) Solution 360|
Founded in 2001, Interactive Advisory Software provides the only fully integrated, web-based software-as-a-service (SaaS) comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers.
|Investigo Smart Data |
Investigo Smart Data provides broker-dealers and advisors access to consolidated data and reporting from thousands of sources including insurance, brokerage, mutual funds and more - creating a unified view of client financial holdings.
|Orion Advisor Services|
Orion Advisor Services, LLC empowers advisors with a comprehensive portfolio accounting service bureau that liberates you from your back office allowing more time to build client relationships. Orion offers the customization, integration and scale you need to build a better business and enjoy your business again.
Broadridge Wealth delivers multi-currency, multi-language technology solutions for trading, account management, portfolio management, client reporting, and performance measurement that is back office agnostic and includes expert data integration.
|401k Confidence||Reddark Technologies Inc.|
|Adhesion Wealth Management Platform||Adhesion Wealth Advisor Solutions Inc.|
|Advent Axys||Advent Software Inc.|
|Advent Custodial Data||Advent Software Inc.|
|Advent Portfolio Exchange||Advent Software Inc.|
|Advisor Proposal Generator||AdvisoryWorld|
|AdvisorDesk IVP||National Advisors Trust Co. FSB|
|AdvisorQ||Quadron Data Solutions|
|Advisors Assistant||Client Marketing Systems Inc.|
|AdvisorWorks||Netherby Advisors LLC|
|Albridge Sales Practice Monitoring||Albridge Solutions Inc.|
|Albridge Wealth Reporting||Albridge Solutions Inc.|
|Arkovi Social Media Archiving and Surveillance||RegEd|
|clearTREND Research||Appleton Group Wealth Management LLC|
|cloudRIA - RIA OS||cloudRIA|
|Communication DNA||DNA Behavior International|
|Complete Back Office Solutions for Independent Advisors||BridgePortfolio Inc.|
|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 Self-Audit Kit||The Consortium|
|Consortium Written Supervisory Procedures & Code Ethics||The Consortium|
|Covered Call Investment Tools||Born To Sell|
|DataPro||Quadron Data Solutions|
|Docupace ePACS||Docupace Technologies LLC|
|DocuXplorer Software||Archive Power Systems Inc.|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutons LLC|
|DST Vision||DST Systems Inc.|
|DST VisionProfessional||DST Systems Inc.|
|eFiduciary.net||FCRC Apps LLC|
|eFileCabinet Desktop||eFileCabinet Inc.|
|eReportalDeck||Varden Technologies Inc.|
|fi360 Toolkit for Advisors||fi360 Inc.|
|Financial DNA||DNA Behavior International|
|Firm Element Training and Tracking||Quest CE|
|Global Stock Portfolios and Strategies||Napier Investment Advisors LLC|
|Golden Years||Money Tree Software Inc.|
|GoldMine||FrontRange Solutions USA Inc.|
|Grendel Online||Big Brain Works LLC|
|Grendel Online - Client Wealth Center||Big Brain Works LLC|
|ICE (Integrated Capital Engine)||AdvisoryWorld|
|Income Discovery||Fiducioso Advisors Inc.|
|Investor/Advisor/Estate Dashboard||Wealth Access Inc.|
|IPS AdvisorPro||BLIPS Partners LLC|
|Living Benefit Rider Calculator||LBCalc LLC|
|Morningstar Advisor Workstation||Morningstar Inc.|
|MyDoX Digital Signatures||SIGNiX Inc.|
|NaviPro Suite (NaviPlan and Profiles)||Zywave|
|NRS ComplianceGuardian||National Regulatory Services|
|NRS ComplianceGuardian Form ADV Architect Module||National Regulatory Services|
|NRS ComplianceGuardian Outside Business Activities Module||National Regulatory Services|
|NRS ComplianceGuardian Policy Architect Module||National Regulatory Services|
|NRS ComplianceGuardian RepTracker||National Regulatory Services|
|PlanBuilder Financial||Financial Planning Consultants Inc.|
|ProTracker Advantage||ProTracker Software Inc.|
|ProTracker Cloud||ProTracker Software Inc.|
|ProTracker Narrative Form ADV Part 2 Template||ProTracker Software Inc.|
|Redtail E-mail||Redtail Technology|
|Redtail Imaging||Redtail Technology|
|RIA Express - ADV Drafter|
|RIA Express - Compliance Manual Drafter|
|SalesPage Data Management Sales Reporting and CRM||SalesPage Technologies LLC|
|Satuit SecurePDF||Satuit Technologies Inc.|
|Scan and Organize for ACT!||Allied Financial Software Inc.|
|Schwab OpenView Integrated Office||Schwab Performance Technologies|
|Social Media Compliance||Erado Message Control Solutions|
|StyleADVISOR||Informa Investment Solutions Inc.|
|StyleDriftScorecard||Torrid Technologies Inc.|
|Sycamore Client, Compliance and Commission Platform||Sycamore Company|
|TorridMobile||Torrid Technologies Inc.|
|Total Advisor Back Office Solution||BridgePortfolio Inc.|
|Unified Wealth Platform||Fiserv|
|Wealthcare Unified Managed Household Program||Wealthcare Capital Management Inc.|
|WebCalcs for Advisors||Torrid Technologies Inc.|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INfirstname.lastname@example.org.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or email@example.com.