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
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Featured
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Featured
AARM AssetAnalytics
AARM AssetStar Reports
Accent Librarian
Adhesion Wealth Management Platform
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
AdvisorDesk IVP
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Archer MSAMarket Street Advisors
Arkovi Social Media Archiving and Surveillance
AssetBook
Back Room TechnicianAdvisys
BARS - Billing and Reporting SolutionBaySys Technology LLC
BondEdgeBondEdge Solutions
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cabinet SAFE
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
CommissionCheckPriceMetrix
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.
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutions
Easy MoneyMoney Tree Software
eFiduciary.net
eFileCabinet
eFileCabinet Desktop
ElevateCDS
eMoney 360
eMoney 360 Pro
eReportal
ETF Tools Suite Interactive Data
eZ-Adviser
FDx SingleSight
FDx SingleSightFolioDynamix
FeeCheckPriceMetrix
FIAnalystLiteTorrid Technologies
Financeware
Finect
Firm Element Training and TrackingQuest CE
Global Relay ArchiveGlobal Relay
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
Grendel OnlineBig Brain Works LLC
Grendel Online - Client Wealth CenterBig Brain Works LLC
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
iChannel
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
Interactive Advisory Software (IAS)
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
iRebal, the Intelligent Rebalancer
JunxureJunxure
Junxure ClientView LiveJunxure
LifeSpecs.com
Living Benefit Rider Calculator
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MaestroArtisan Software Inc.
Market-QInteractive Data
Market-Q MobileInteractive Data
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
MoneyGuidePro
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyOffice Work Portals
MyVest Strategic Portfolio SystemMyVest
NaviPro Suite (NaviPlan and Profiles)
NCS Compliance Management
NetDocuments
Nirvana Enterprise
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
PrimaGuide PlusEnvestnet | PMC
ProcessComposer
ProTracker Advantage
ProTracker Cloud
Questionnaire Hub
RebalNowMarketware International Inc.
Reconciler
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
ReferralPod
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
ReportQ
RepVision
Retirement Income Asset Manager by WHEEL
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SalesPage Data Management Sales Reporting and CRM
Satuit SecurePDF
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
StatPro Revolution
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleADVISOR
StyleDriftScorecard
Sycamore Client Manager
Sycamore Client, Compliance and Commission Platform
Sycamore Commission Manager
Sycamore Compliance Manager
TorridMobile Marketing Apps
Total Advisor Back Office Solution
TOTAL Planning SuiteMoney Tree Software
TotalView
TradeWarrior Software
Unified Wealth PlatformFiserv
ValueOne
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthSite Reports
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WealthTrace Retirement Planner
WebCalcs for Advisors
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for Salesforce

171 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.