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
Featured
Featured
Featured
Featured
Featured
ACS Compliance Risk ManagementAutomated Compliance Solutions
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisors AssistantClient Marketing Systems Inc.
Albridge Document ManagementAlbridge, an affiliate of Pershing
Albridge Sales Practice MonitoringAlbridge, an affiliate of Pershing
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AllBackoffice Consulting
Andesa Services
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Atom AlignBlazePortfolio
Back Room TechnicianAdvisys
BARS - Billing and Reporting SolutionBaySys Technology LLC
BondEdgeBondEdge Solutions
Branch Audit Management ToolQuest CE
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
Cabinet SAFE
Cambridge Investment Research Inc.
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Capital Markets Compliance NICE Actimize
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
CommissionCheckPriceMetrix
Communication DNADNA Behavior International
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 Identity Theft Prevention ProgramThe Consortium
Consortium Investment Policy StatementThe 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
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
Easy MoneyMoney Tree Software
eFileCabinet
eMoney 360
eMoney 360 Pro
Enterprise Retirement PlannerOMYEN Corp.
Examiner Wolters Kluwer Financial Services Inc.
FDx SingleSightFolioDynamix
FDx SingleSightFolioDynamix
FIAnalystLiteTorrid Technologies
Finance Logix®Finance Logix
Financeware
Financial DNADNA Behavior International
FinFolio Work Station
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
GrendelBig Brain Works LLC
Grendel Online - Client PortalBig Brain Works LLC
HiddenLevers
ICE (Integrated Capital Engine)AdvisoryWorld
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
Interactive Advisory Software (IAS)none
Investor'sViewSunGard
Investor/Advisor/Estate DashboardWealth Access Inc.
InvestWorksInvestment Metrics LLC
iPM - Intelligent Portfolio ManagementINDATA
JunxureJunxure
Junxure ClientView LiveJunxure
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MoneyGuidePro
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
myStockOptions.commyStockOptions.com
National Compliance ServicesNCS
NaviPlan®Advicent Solutions
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS ComplianceMAXnone
NRS ComplianceMAX Audit Technology
NRS ComplianceMAX Continuing Education Module
NRS ComplianceMAX Public Communications and Advertising Review Module
NRS ComplianceMAX Rep Insight Module
NRS Registration Services
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
ProTracker Advantage
Quik! Transaction ManagerEfficient Technology Inc.
RebalNowMarketware International Inc.
RedBlack Rebalance ExpressRedBlack Software
Redtail ImagingRedtail Technology
Renaissance LMSQuest CE
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
Scan and Organize for ACT!Act4Advisors
SecureMail & Email Encryption, Elements Compliance PlatformErado
TorridMobile Marketing Apps
TOTAL Planning SuiteMoney Tree Software
Total Rebalance ExpertTRX
Trade Order ManagementOrion Advisor Services
Unified Wealth PlatformFiserv
Wealth PlannerOMYEN Corp.
WealthBench/RiskManager
WealthElementsEquiSoft
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WINK
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

129 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.