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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

May 21 12:28PM
Davis Janowski
RT @climatecentral: Tornadoes as strong as the #Moore tornado acct for<1% of all twisters, but 70% of tornado-related fatalities.
May 21 12:26PM
Davis Janowski
RT @factset: During Q1'13 large money managers were bearish on the US & Germany, bullish on Spain & India http://t.co/fWNnY8Wfec

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.

Featured
NRS ComplianceMAX

NRS ComplianceMAX is a compliance and risk management platform for broker-dealers, mutual fund companies, investment advisors, banks and insurance companies.

AARM AssetAnalyticsAARM Corp.
AARM AssetStar ReportsAARM Corp.
Adhesion Wealth Management PlatformAdhesion Wealth Advisor Solutions Inc.
Advisor CRMTamarac
Albridge Sales Practice MonitoringAlbridge Solutions Inc.
AnnuitySpecs.comWink Inc.
AppCrown (Salesforce.com overlay)AppCrown LLC
Archer MSAMarket Street Advisors
Arkovi Social Media Archiving and SurveillanceRegEd
Atom AlignBlazePortfolio
Atom Align BlazePortfolio
Back Room TechnicianAdvisys Inc.
Cheshire Wealth ManagerCheshire Software Inc.
CommissionCheckPriceMetrix Inc.
Communication DNADNA Behavior International
Complete Back Office Solutions for Independent AdvisorsBridgePortfolio Inc.
Compliance Console by TechmateTechmate LLC
Compliance ManagementNational Compliance Services Inc.
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 RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Consortium Written Supervisory Procedures & Code EthicsThe Consortium
Covered Call Investment ToolsBorn To Sell
EAI Platinum Back Office solutionsEAI Information Systems Inc.
Easy MoneyMoney Tree Software Inc.
eMoney 360eMoney Advisor
eMoney 360 ProeMoney Advisor
Firm Element Training and TrackingQuest CE
goalgamiProAdvisor Software Inc.
GoldMineFrontRange Solutions USA Inc.
Income DiscoveryFiducioso Advisors Inc.
inStreaminStream Solutions
iPM - Intelligent Portfolio ManagementINDATA
LifeSpecs.comWink Inc.
MacroRisk Analyticsc4cast.com Inc.
MaestroArtisan Software Inc.
MCP Premium BasicTorrid Technologies Inc.
MCP Premium ProTorrid Technologies Inc.
MoneyGuideProPIEtech Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar OfficeMorningstar Inc.
Morningstar PrincipiaMorningstar Inc.
MyDoX Digital SignaturesSIGNiX Inc.
MyOffice Work PortalsiPrism Global Inc.
myStockOptions.commyStockPlan.com Inc.
NetDocumentsNetVoyage Corp.
NRS ComplianceGuardianNational Regulatory Services
NRS ComplianceGuardian Form ADV Architect ModuleNational Regulatory Services
NRS ComplianceGuardian Outside Business Activities ModuleNational Regulatory Services
NRS ComplianceGuardian Policy Architect ModuleNational Regulatory Services
NRS ComplianceGuardian RepTrackerNational Regulatory Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PrimaGuide PlusEnvestnet
ProcessComposerOrchestrate LLC
ProTracker Compliance ManualProTracker Software Inc.
ProTracker Information Security ProgramProTracker Software Inc.
ProTracker Narrative Form ADV Part 2 TemplateProTracker Software Inc.
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
Retirement Income Asset Manager by WHEELWHEEL
RetirementView - ProfessionalTorrid Technologies Inc.
RetirementView360Torrid Technologies Inc.
RIA Express - Compliance Manual Drafter
RIA Express - Compliance Review
SalesPage CRM, Data Management and Sales Reporting SolutionsSalesPage Technologies LLC
SatuitCRMSatuit Technologies Inc.
SecureMail & Email EncryptionErado Message Control Solutions
Smarsh Electronic Message ArchivingSmarsh Inc.
SmartOfficeEbix
Social Media ComplianceErado Message Control Solutions
StockOpter.comNet Worth Strategies Inc.
Sycamore Client ManagerSycamore Company
Sycamore Client, Compliance and Commission PlatformSycamore Company
Sycamore Commission ManagerSycamore Co.
Sycamore Compliance ManagerSycamore Company
TorridMobileTorrid Technologies Inc.
Unified Wealth PlatformFiserv
Wealth PlannerTMOMYEN Corp.
Wealthcare Unified Managed Household ProgramWealthcare Capital Management Inc.
WealthElementsEquiSoft Inc.
WealthTrace Retirement PlannerWealthTrace

86 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.