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
ACS Compliance Risk ManagementAutomated Compliance Solutions
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
Albridge Document ManagementAlbridge, an affiliate of Pershing
Albridge Sales Practice MonitoringAlbridge, an affiliate of Pershing
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AllBackoffice Consulting
Alpha Theory
Andesa Services
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Archer MSAMarket Street Advisors
AssetBook
Back Room TechnicianAdvisys
BARS - Billing and Reporting SolutionBaySys Technology LLC
BondEdgeBondEdge Solutions
Branch Audit Management ToolQuest CE
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cabinet SAFE
Cambridge Investment Research Inc.
Capital Markets Compliance NICE Actimize
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
CommissionCheckPriceMetrix
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
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 Investment Policy StatementThe 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.
Dynamo Platform for Investment OperationsNetage Solutions
Easy MoneyMoney Tree Software
Ebix CRM SmartOfficeEbix
eFileCabinet
ElevateCDS
eMoney 360
eMoney 360 Pro
Enterprise Retirement Planner?OMYEN Corp.
eReportal
ETF Tools Suite Interactive Data
Examiner Wolters Kluwer Financial Services Inc.
eZ-Adviser
FDx SingleSight
FDx SingleSightFolioDynamix
FeeCheckPriceMetrix
FIAnalystLiteTorrid Technologies
Finance Logix®Finance Logix
Financeware
Firm Element Training and TrackingQuest CE
FirstSouthwestNone
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
Healthcare Cost Planner for LifetimeOMYEN Corp.
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
Interactive Advisory Software (IAS)
Investor'sViewSunGard
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
JunxureJunxure
Junxure ClientView LiveJunxure
LaserficheLaserfiche
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
MoneyBlock
MoneyGuidePro
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyVest Strategic Portfolio SystemMyVest
NCS Compliance Management
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS ComplianceMAXnone
NRS ComplianceMAX Audit Technology
NRS ComplianceMAX Continuing Education Module
NRS ComplianceMAX Public Communications and Advertising Review Module
NRS ComplianceMAX Rep Insight Module
NRS Registration Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
PreciseFP
PrimaGuide PlusEnvestnet | PMC
ProcessComposer
Profiles?Advicent Solutions
ProTracker Advantage
ProTracker Cloud
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
RebalNowMarketware International Inc.
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
Renaissance LMSQuest CE
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare planner?OMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
Scan and Organize for ACT!Act4Advisors
SecureMail & Email Encryption, Elements Compliance PlatformErado
SEISEI Wealth Platform
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecard
TorridMobile Marketing Apps
TOTAL Planning SuiteMoney Tree Software
Total Portfolio ExpertTRX
Total Rebalance ExpertTRX
Trade Order ManagementOrion Advisor Services
TradeWarrior Software
Unified Wealth PlatformFiserv
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WebCalcs for Advisors
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for Salesforce

165 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.