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
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
Featured
AARM AssetAnalytics
Accent Librarian
Adhesion Wealth Management Platform
Advent Custodial DataAdvent Software Inc.
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
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
cloudRIA - RIA OScloudRIA
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
Consortium BD Forms & Research LibraryThe Consortium
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutions
eFileCabinet
eFileCabinet Desktop
ElevateCDS
eReportal
ETF Tools Suite Interactive Data
FDx SingleSight
FDx SingleSightFolioDynamix
fi360 Toolkit for Advisors
FIAnalystLiteTorrid Technologies
Financial DNADNA Behavior International
FinFolio Work Station
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
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
iChannel
iPM - Intelligent Portfolio ManagementINDATA
iRebal, the Intelligent Rebalancer
Junxure ClientView LiveJunxure
LifeSpecs.com
Living Benefit Rider Calculator
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MacroRisk Analytics
Market-Q MobileInteractive Data
MyOffice Work Portals
MyVest Strategic Portfolio SystemMyVest
NaviPro Suite (NaviPlan and Profiles)
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
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
Portfolio LabKwanti
Portfolio Pathway
PrimaGuide PlusEnvestnet | PMC
ProTracker Cloud
RebalNowMarketware International Inc.
Reconciler
RedBlack Rebalance ExpressRedBlack Software
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
ReferralPod
Retirement Income Asset Manager by WHEEL
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SalesPage Data Management Sales Reporting and CRM
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial Planner/Silver Online
Smarsh Electronic Message Archiving
Social Media Compliance
StatPro Revolution
StyleADVISOR
StyleDriftScorecard
Sycamore Client Manager
Sycamore Client, Compliance and Commission Platform
Sycamore Compliance Manager
TorridMobile Marketing Apps
Total Advisor Back Office Solution
TOTAL Planning SuiteMoney Tree Software
TotalView
Unified Wealth PlatformFiserv
ValueOne
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthSite Reports
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WealthTrace Retirement Planner
WebCalcs for Advisors
XLR8 for Salesforce

125 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.