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
Featured
Advisor Proposal GeneratorAdvisoryWorld
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
Branch Audit Management ToolQuest CE
Compliance TrainingQuest CE
Consortium Identity Theft Prevention ProgramThe Consortium
Digital Advisor PlatformInvessence Inc.
FDx SingleSightFolioDynamix
Finance LogixFinance Logix
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GreenRope
GrendelBig Brain Works Inc.
Grendel Online - Client PortalBig Brain Works Inc.
Hedgeable
ICE (Integrated Capital Engine)AdvisoryWorld
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyVest Strategic Portfolio SystemMyVest
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
NRS ComplianceGuardian Outside Business Activities ModuleNational Regulatory Services
NRS ComplianceGuardian Policy Architect ModuleNational Regulatory Services
NRS ComplianceGuardian RepTrackerNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Continuing Education ModuleNational Regulatory Services
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
NRS Registration ServicesNational Regulatory Services
PCR - Aggregation & ReportingPrivate Client Resources
ProTracker Advantage
Quik! Transaction ManagerEfficient Technology Inc.
Redtail ImagingRedtail Technology
Registered Investment Compliance Advisor
RetirementView360 MarketingTorrid Technologies Inc.
Scivantage Wealth Management PlatformScivantage
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
WealthStation Financial PlanningSunGard Financial Systems

43 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.