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.
@Tech Tweets
All Products
| Name ▼ | Vendor |
| Featured | |
| Advent Black Diamond Performance Reporting Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry. |  |
| AdvisorDesk IVP | National Advisors Trust Co. FSB |
| AdvisorWorks | Netherby Advisors LLC |
| Arkovi Social Media Archiving and Surveillance | RegEd |
| AssetBook | AssetBook |
| Back Room Technician | Advisys Inc. |
| CommissionCheck | PriceMetrix Inc. |
| Complete Back Office Solutions for Independent Advisors | BridgePortfolio Inc. |
| Consortium RIA Self-Audit Kit | The Consortium |
| EAI Platinum Back Office solutions | EAI Information Systems Inc. |
| eFileCabinet Desktop | eFileCabinet Inc. |
| eReportalDeck | Varden Technologies Inc. |
| FeeCheck | PriceMetrix Inc. |
| fi360 Toolkit for Advisors | fi360 Inc. |
| FinFolio Work Station | FinFolio |
| Firm Element Training and Tracking | Quest CE |
| Global Stock Portfolios and Strategies | Napier Investment Advisors LLC |
| MacroRisk Analytics | c4cast.com Inc. |
| Market-Q | Interactive Data |
| Market-Q Mobile | Interactive Data |
| Morningstar Advisor Workstation | Morningstar Inc. |
| MyOffice Work Portals | iPrism Global Inc. |
| myStockOptions.com | myStockPlan.com Inc. |
| NRS ComplianceGuardian RepTracker | National Regulatory Services |
| ProTracker Advantage | ProTracker Software Inc. |
| ProTracker Business Continuity Plan | ProTracker Software Inc. |
| ProTracker Cloud | ProTracker Software Inc. |
| ProTracker Compliance Manual | ProTracker Software Inc. |
| ProTracker Information Security Program | ProTracker Software Inc. |
| ProTracker Narrative Form ADV Part 2 Template | ProTracker Software Inc. |
| ReportCheck | John Norwood Consulting LLC |
| StockOpter Pro | Net Worth Strategies Inc. |
| StockOpter.com | Net Worth Strategies Inc. |
| Total Advisor Back Office Solution | BridgePortfolio Inc. |
34 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.