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
Advisor Proposal GeneratorAdvisoryWorld
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AnnuitySpecsWink Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
CompositeBuilderJohn Norwood Consulting, LLC
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
Digital Advisor PlatformInvessence Inc.
Docupace ePACSDocupace Technologies
DST VisionProfessionalDST Systems Inc.
Easy Money Power PlannerMoney Tree Software
emX ProEmoney Advisor
Enterprise Retirement PlannerOMYEN Corp.
Global Stock Portfolios and StrategiesNapier Investment Advisors
Grendel Online - Client PortalBig Brain Works Inc.
ICE (Integrated Capital Engine)AdvisoryWorld
IPS AdvisorProfi360 Inc.
LifeSpecsWink Inc.
MoneyGuideProPIETech Inc.
MyRIAComplianceRIA in a Box
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
NaviPlan®Advicent Solutions
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
Optimal Retirement PlannerDynaxys LLC
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
Portfolio Pathway
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
Registered Investment Compliance Advisor
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
Schwab Portfolio Rebalancer Charles Schwab & Co
Schwab PortfolioCenterSchwab Performance Technlogies
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial PlannerMoney Tree Software
Social Security CheckupOMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthStation Financial PlanningSunGard Financial Systems
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
YCharts ProfessionalYCharts

76 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.