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
AdvisorDesk IVP
Arkovi Social Media Archiving and Surveillance
Back Room TechnicianAdvisys
BridgePortfolio Complete Back Office Solution for Independent Advisors
Consortium RIA Self-Audit KitThe Consortium
EAI Platinum Back Office solutions
eFileCabinet Desktop
fi360 Toolkit for Advisors
FinFolio Work Station
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
MacroRisk Analytics
Market-QInteractive Data
Market-Q MobileInteractive Data
Morningstar Advisor WorkstationMorningstar Inc.
MyOffice Work Portals
NRS ComplianceGuardian RepTracker
ProTracker Advantage
ProTracker Cloud
RedBlack Rebalance ExpressRedBlack Software
ReportCheckJohn Norwood Consulting LLC
RetirementView360 Marketing
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TorridMobile Marketing Apps
Total Advisor Back Office Solution

35 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.