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
ACS Compliance Risk ManagementAutomated Compliance Solutions
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
AllBackoffice Consulting
AssetBookNone
Back Room TechnicianAdvisys
BridgePortfolio Complete Back Office Solution for Independent Advisors
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Capital Markets Compliance NICE Actimize
CommissionCheckPriceMetrix
Consortium RIA Self-Audit KitThe Consortium
FeeCheckPriceMetrix
FinFolio Work StationFinFolio, Inc.
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
InvestWorksInvestment Metrics LLC
Market-QInteractive Data
Market-Q MobileInteractive Data
Morningstar Advisor WorkstationMorningstar Inc.
myStockOptions.commyStockOptions.com
NRS ComplianceGuardian RepTrackerNational Regulatory Services
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
RedBlack Rebalance ExpressRedBlack Software
ReportCheckJohn Norwood Consulting LLC
RetirementView360 MarketingTorrid Technologies Inc.
Social Security CheckupOMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
WealthBench/RiskManager
WINK

33 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.