Featured Research

The 2015 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
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent Portfolio ExchangeAdvent Software
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cabinet SAFE
Consortium BD Forms & Research LibraryThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Identity Theft Prevention ProgramThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
Ebix CRM SmartOfficeEbix
eFileCabinet
ETF Tools Suite Interactive Data
FDx SingleSightFolioDynamix
FeeCheckPriceMetrix
Finance LogixFinance Logix
Financeware
Financial DNADNA Behavior International
FinFolio Work StationFinFolio, Inc.
Firm Element Training and TrackingQuest CE
FirstSouthwestNone
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
Interactive Advisory Software (IAS)none
iPM - Intelligent Portfolio ManagementINDATA
LaserficheLaserfiche
Life & HealthcareOMYEN Corp.
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar OfficeMorningstar Inc.
MyVest Strategic Portfolio SystemMyVest
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
Portfolio LabKwanti
Portfolio Pathway
PreciseFPnone
Profiles?Advicent Solutions
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
Scan and Organize for ACT!Act4Advisors
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security Maximizer? (FREE)OMYEN Corp.
StyleDriftScorecardTorrid Technologies Inc.
Total Portfolio ExpertTRX
TradeWarrior SoftwareNone
Unified Wealth PlatformFiserv
WealthStation Financial PlanningSunGard Financial Systems
WebCalcs for AdvisorsTorrid Technologies Inc.
XLR8 for SalesforceConcenter Services

56 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.