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.
@Tech Tweets
All Products
| Name ▼ | Vendor |
| Featured | |
| 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. |  |
| Featured | |
| Finance Logix Finance Logix ® combines the latest technologies with easy to use financial planning tools to help you grow your business, enhance the services you provide your clients all while enabling you to spend less time constructing plans and more time implementing them. |  |
| Adhesion Wealth Management Platform | Adhesion Wealth Advisor Solutions Inc. |
| Advent Portfolio Exchange | Advent Software Inc. |
| Advisor Proposal Generator | AdvisoryWorld |
| Advisor Rebalancing | Tamarac |
| Albridge Sales Practice Monitoring | Albridge Solutions Inc. |
| Albridge Wealth Reporting | Albridge Solutions Inc. |
| Arkovi Social Media Archiving and Surveillance | RegEd |
| Atom Align | BlazePortfolio |
| Atom Align | BlazePortfolio |
| BondEdge | BondEdge Solutions |
| Cheshire Wealth Manager | Cheshire Software Inc. |
| Compliance Management | National Compliance Services Inc. |
| Compliance Training | Quest CE |
| FDx SingleSight | FolioDynamix |
| FDx SingleSight | FolioDynamix |
| Firm Element Training and Tracking | Quest CE |
| Global Relay Archive | Global Relay |
| Global Stock Portfolios and Strategies | Napier Investment Advisors LLC |
| goalgamiPro | Advisor Software Inc. |
| Golden Years | Money Tree Software Inc. |
| GoldMine | FrontRange Solutions USA Inc. |
| Grendel Online | Big Brain Works LLC |
| Grendel Online - Client Wealth Center | Big Brain Works LLC |
| HedgeACT/ClearVest | |
| ICE (Integrated Capital Engine) | AdvisoryWorld |
| iPM - Intelligent Portfolio Management | INDATA |
| iRebal, the Intelligent Rebalancer | ThinkTech Inc. |
| Living Benefit Rider Calculator | LBCalc LLC |
| MoneyGuidePro | PIEtech Inc. |
| Morningstar Advisor Workstation | Morningstar Inc. |
| Morningstar Office | Morningstar Inc. |
| Morningstar Principia | Morningstar Inc. |
| MyDoX Digital Signatures | SIGNiX Inc. |
| NRS ComplianceGuardian | National Regulatory Services |
| NRS ComplianceGuardian Form ADV Architect Module | National Regulatory Services |
| NRS ComplianceGuardian Outside Business Activities Module | National Regulatory Services |
| NRS ComplianceGuardian Policy Architect Module | National Regulatory Services |
| NRS ComplianceGuardian RepTracker | National Regulatory Services |
| NRS Registration Services | National Regulatory Services |
| PARis; Performance Analysis & Reporting Information System | Investment Metrics LLC |
| PCR - Aggregation & Reporting | Private Client Resources |
| PrimaGuide Plus | Envestnet |
| ProTracker Advantage | ProTracker Software Inc. |
| ProTracker Information Security Program | ProTracker Software Inc. |
| Redtail Imaging | Redtail Technology |
| Retirement Income Asset Manager by WHEEL | WHEEL |
| SalesPage CRM, Data Management and Sales Reporting Solutions | SalesPage Technologies LLC |
| Scan and Organize for ACT! | Allied Financial Software Inc. |
| Schwab OpenView Integrated Office | Schwab Performance Technologies |
| Scivantage Investor | Scivantage |
| Smarsh Electronic Message Archiving | Smarsh Inc. |
| Sycamore Client Manager | Sycamore Company |
| Sycamore Commission Manager | Sycamore Co. |
| Sycamore Compliance Manager | Sycamore Company |
| TOTAL Planning Suite | Money Tree Software Inc. |
| Wealthcare Unified Managed Household Program | Wealthcare Capital Management Inc. |
58 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.