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
Featured
Featured
ACS Compliance Risk ManagementAutomated Compliance Solutions
Act4AdvisorsAllied Financial Software Inc.
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
AdvisorQQuadron Data Solutions
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
Alpha Theory
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
AssetBookNone
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.
Capital Markets Compliance Actimize Inc. (NICE Actimize)
Capital Markets Compliance NICE Actimize
cloudRIA - RIA OScloudRIA
CommissionCheckPriceMetrix
Communication DNADNA Behavior International
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
CompositeBuilderJohn Norwood Consulting, LLC
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
DataProQuadron Data Solutions
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
Easy Money Power PlannerMoney Tree Software
Ebix CRM SmartOfficeEbix
eMoney 360
eMoney 360 Pro
eReportal
ETF Tools Suite Interactive Data
Finance LogixFinance Logix
FinFolio Work StationFinFolio, Inc.
FirstSouthwestNone
Global Relay ArchiveGlobal Relay
Global Stock Portfolios and StrategiesNapier Investment Advisors
goalgamiProAdvisor Software
Golden Years Cash FlowMoney Tree Software
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
Grendel Online - Client PortalBig Brain Works LLC
Income DiscoveryFiducioso Advisors
Interactive Advisory Software (IAS)none
Investor'sViewSunGard
Investor/Advisor/Estate DashboardWealth Access Inc.
InvestWorksInvestment Metrics LLC
iPM - Intelligent Portfolio ManagementINDATA
IPS AdvisorProfi360 Inc.
Last Advisor
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
MaestroArtisan Software Inc.
Market-Q MobileInteractive Data
MoneyGuidePro
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyDoXSIGNiX
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
NRS ComplianceGuardian
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
NRS ComplianceMAXNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Continuing Education ModuleNational Regulatory Services
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
NRS Registration ServicesNational Regulatory Services
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanMember Securities Corp.
Portfolio LabKwanti
Portfolio Pathway
ProcessComposer
Profiles?Advicent Solutions
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Quik! Transaction ManagerEfficient Technology Inc.
Quovo
RebalNowMarketware International Inc.
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
RetirementView - ProfessionalTorrid Technologies
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
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecardTorrid Technologies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Total Portfolio ExpertTRX
Total Rebalance ExpertTRX
tPortalTRX
Trade Order ManagementOrion Advisor Services
TradeWarrior SoftwareNone
Unified Wealth PlatformFiserv
Wealth Portal 360Fusion Advisor
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WebCalcs for AdvisorsTorrid Technologies Inc.
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for SalesforceConcenter Services

140 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.