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
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
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
Digital Advisor PlatformInvessence Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
Ebix CRM SmartOfficeEbix
FDx SingleSightFolioDynamix
Finance LogixFinance Logix
Financeware
FinFolio Work StationFinFolio, Inc.
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
Life & HealthcareOMYEN Corp.
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar OfficeMorningstar Inc.
Motif Advisor
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 Pathway
PreciseFPnone
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial PlannerMoney Tree Software
Social Security Maximizer? (FREE)OMYEN Corp.
StyleDriftScorecardTorrid Technologies Inc.
TradeWarrior SoftwareNone
WealthStation Financial PlanningSunGard Financial Systems
WebCalcs for AdvisorsTorrid Technologies Inc.
XLR8 for SalesforceConcenter Services
YCharts ProfessionalYCharts

41 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.