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 Portfolio ExchangeAdvent Software
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
Alpha Theory
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Archer MSAMarket Street Advisors
Back Room TechnicianAdvisys
Branch Audit Management ToolQuest CE
Cambridge Investment Research Inc.
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
CommissionCheckPriceMetrix
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium BD Forms & Research LibraryThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Identity Theft Prevention ProgramThe Consortium
Consortium Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
FDx SingleSightFolioDynamix
FeeCheckPriceMetrix
FirstSouthwestNone
Global Relay ArchiveGlobal Relay
Golden Years Cash FlowMoney Tree Software
HiddenLevers
Investor/Advisor/Estate DashboardWealth Access Inc.
LaserficheLaserfiche
Life & HealthcareOMYEN Corp.
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
NRS ComplianceGuardian Policy Architect ModuleNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
Portfolio Pathway
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare plannerOMYEN Corp.
Social Security CheckupOMYEN Corp.
Unified Wealth PlatformFiserv
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC

45 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.