|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.
|Dynamic Client Newsletter Solution|
Created by a financial advisor, we use current technology to provide you with a dynamic (works like a mini-website) client newsletter that is personally branded for your independent office, broker dealer firm, or fund company.
|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.
|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.
|Act4Advisors||Allied Financial Software Inc.|
|Adhesion Wealth Management Platform|
|Advent Axys||Advent Software Inc.|
|Advent Custodial Data||Advent Software Inc.|
|Advent Portfolio Exchange||Advent Software|
|Advisor Proposal Generator||AdvisoryWorld|
|AdvisorQ||Quadron Data Solutions|
|Advisors Assistant||Client Marketing Systems Inc.|
|Albridge Wealth Reporting||Albridge, an affiliate of Pershing|
|AppCrown - Cloud based CRM system built for wealth management||Salesforce.com|
|Arkovi Social Media Archiving and Surveillance|
|BARS - Billing and Reporting Solution||BaySys Technology LLC|
|BridgePortfolio Complete Back Office Solution for Independent Advisors|
|clearTREND Research||The Appleton Group|
|cloudRIA - RIA OS||cloudRIA|
|Communication DNA||DNA Behavior International|
|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 Policies Procedures & Code Ethics||The Consortium|
|Consortium RIA Self-Audit Kit||The Consortium|
|Covered Call Investment Tools||Born To Sell|
|DataPro||Quadron Data Solutions|
|DocuXplorer Software||Archive Power Systems Inc.|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutions|
|DST Vision||DST Systems Inc.|
|DST VisionProfessional||DST Systems Inc.|
|fi360 Toolkit for Advisors|
|Financial DNA||DNA Behavior International|
|Firm Element Training and Tracking||Quest CE|
|Global Stock Portfolios and Strategies||Napier Investment Advisors|
|Golden Years Cash Flow||Money Tree Software|
|GoldMine Premium Edition||FrontRange Solutions 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|
|Interactive Advisory Software (IAS)|
|Investor/Advisor/Estate Dashboard||Wealth Access Inc.|
|IPS AdvisorPro||fi360 Inc.|
|Living Benefit Rider Calculator|
|LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net|
|Morningstar Advisor Workstation||Morningstar Inc.|
|Morningstar Direct||Morningstar Inc.|
|NaviPro Suite (NaviPlan and Profiles)|
|NRS ComplianceGuardian Form ADV Architect Module|
|NRS ComplianceGuardian Outside Business Activities Module|
|NRS ComplianceGuardian Policy Architect Module|
|NRS ComplianceGuardian RepTracker|
|Plan Confidence||Reddark Technologies Inc|
|PlanBuilder Financial||Financial Planning Consultants Inc.|
|PrimaGuide Plus||Envestnet | PMC|
|RedBlack Rebalance Express||RedBlack Software|
|Redtail CRM||Redtail Technology|
|Redtail E-mail||Redtail Technology|
|Redtail Imaging||Redtail Technology|
|RIA Express - Compliance Manual Drafter||RIA Compliance Consultants|
|SalesPage Data Management Sales Reporting and CRM|
|Scan and Organize for ACT!||Act4Advisors|
|Schwab OpenView Integrated Office|
|Social Media Compliance|
|Sycamore Client, Compliance and Commission Platform|
|TorridMobile Marketing Apps|
|Total Advisor Back Office Solution|
|Unified Wealth Platform||Fiserv|
|WebCalcs for Advisors|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INemail@example.com.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or firstname.lastname@example.org.