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
Adhesion Wealth Management Platform
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Arkovi Social Media Archiving and Surveillance
Atom AlignBlazePortfolio
BARS - Billing and Reporting SolutionBaySys Technology LLC
BondEdgeBondEdge Solutions
BridgePortfolio Complete Back Office Solution for Independent Advisors
Cheshire Wealth ManagerCheshire Software Inc.
Compliance TrainingQuest CE
FDx SingleSightFolioDynamix
FDx SingleSight
Firm Element Training and TrackingQuest CE
Global Relay ArchiveGlobal Relay
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GoldMine Premium EditionFrontRange Solutions Inc.
Grendel OnlineBig Brain Works LLC
Grendel Online - Client Wealth CenterBig Brain Works LLC
ICE (Integrated Capital Engine)AdvisoryWorld
iPM - Intelligent Portfolio ManagementINDATA
iRebal, the Intelligent Rebalancer
Living Benefit Rider Calculator
Morningstar Advisor WorkstationMorningstar Inc.
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 Registration Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
PrimaGuide PlusEnvestnet | PMC
ProTracker Advantage
Redtail ImagingRedtail Technology
Retirement Income Asset Manager by WHEEL
RetirementView360 Marketing
SalesPage Data Management Sales Reporting and CRM
Scan and Organize for ACT!Act4Advisors
Schwab OpenView Integrated Office
Scivantage Investor
Smarsh Electronic Message Archiving
Sycamore Client Manager
Sycamore Commission Manager
Sycamore Compliance Manager
TorridMobile Marketing Apps
TOTAL Planning SuiteMoney Tree Software
WealthStation Financial PlanningSunGard Financial Systems

61 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.