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.

All Products

Name ▼Vendor
Featured
Featured
Featured
Featured
Featured
Featured
AARM AssetStar Reports
Adhesion Wealth Management Platform
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
AdvisorDesk IVP
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
BridgePortfolio Complete Back Office Solution for Independent Advisors
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Compliance TrainingQuest CE
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium Policies Procedures & Code EthicsThe Consortium
DataProQuadron Data Solutions
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutions
eFileCabinet Desktop
eMoney 360 Pro
eReportal
Global Stock Portfolios and StrategiesNapier Investment Advisors
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
ICE (Integrated Capital Engine)AdvisoryWorld
iPM - Intelligent Portfolio ManagementINDATA
IPS AdvisorProfi360 Inc.
LifeSpecs.com
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
MoneyGuidePro
MyOffice Work Portals
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
NaviPro Suite (NaviPlan and Profiles)
NCS Compliance Management
Nirvana Enterprise
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
Portfolio LabKwanti
Portfolio Pathway
PreciseFP
PrimaGuide PlusEnvestnet | PMC
ProcessComposer
ProTracker Advantage
ProTracker Cloud
RedBlack Rebalance ExpressRedBlack Software
ReferralPod
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
ReportQ
RepVision
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SalesPage Data Management Sales Reporting and CRM
Satuit PAC
Satuit SecurePDF
Schwab OpenView Integrated Office
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial Planner/Silver Online
Social Media Compliance
StatPro Revolution
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
Sycamore Client, Compliance and Commission Platform
Sycamore Compliance Manager
TorridMobile Marketing Apps
TOTAL Planning SuiteMoney Tree Software
Unified Wealth PlatformFiserv
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthSite Reports
WealthStation Financial PlanningSunGard Financial Systems
WealthTrace Retirement Planner
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XportPro

91 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.