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
Schwab PortfolioCenterSchwab Performance Technlogies
Advisor Proposal GeneratorAdvisoryWorld
Advisor RebalancingEnvestnet | Tamarac
Advisor Websites
Advisor XiEnvestnet | Tamarac
Advisors AssistantClient Marketing Systems Inc.
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
ATOM AlignBlazePortfolio
BARS - Billing and Reporting SolutionBaySys Technology LLC
Branch Audit Management ToolQuest CE
ByAllAccounts Inc.Morningstar Inc.
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
Digital Advisor PlatformInvessence Inc.
Docupace ePACSDocupace Technologies
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
Easy Money Power PlannerMoney Tree Software
Ebix CRM SmartOfficeEbix
emX ProEmoney Advisor
Finance LogixFinance Logix
FinFolio Work StationFinFolio, Inc.
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client PortalBig Brain Works Inc.
Income DiscoveryFiducioso Advisors
InvestWorksInvestment Metrics LLC
IPS AdvisorProfi360 Inc.
Last Advisor
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
MoneyGuideProPIETech Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
Motif Advisor
MyRIAComplianceRIA in a Box
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
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
Optimal Retirement PlannerDynaxys LLC
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanMember Securities Corp.
Portfolio Pathway
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Quik! Transaction ManagerEfficient Technology Inc.
Registered Investment Compliance Advisor
ReportCheckJohn Norwood Consulting LLC
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
RIA Registration ServicesRIA in a Box
Schwab Portfolio Rebalancer Charles Schwab & Co
Scivantage Wealth Management PlatformScivantage
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
TradeWarrior SoftwareNone
Wealth Portal 360Fusion Advisor
Wealthbox CRMWealthbox CRM
WealthStation Financial PlanningSunGard Financial Systems
WebCalcs for AdvisorsTorrid Technologies Inc.
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for SalesforceConcenter Services
YCharts ProfessionalYCharts

107 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.