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
ACS Compliance Risk ManagementAutomated Compliance Solutions
Adhesion Wealth Management Platform
Advent - Black Diamond Performance ReportingAdvent Software, Inc. / Black Diamond
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Albridge Sales Practice MonitoringAlbridge, an affiliate of Pershing
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
Alpha Theory
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
Capital Markets Compliance NICE Actimize
Capital Markets Compliance Actimize Inc. (NICE Actimize)
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
DataProQuadron Data Solutions
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DST VisionProfessionalDST Systems Inc.
Dynamo Platform for Investment OperationsNetage Solutions
Easy Money Power PlannerMoney Tree Software
eMoney 360 Pro
Enterprise Retirement PlannerOMYEN Corp.
eReportal
Global Stock Portfolios and StrategiesNapier Investment Advisors
goalgamiProAdvisor Software
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
Grendel Online - Client PortalBig Brain Works LLC
ICE (Integrated Capital Engine)AdvisoryWorld
iPM - Intelligent Portfolio ManagementINDATA
IPS AdvisorProfi360 Inc.
MoneyGuidePro
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
National Compliance ServicesNCS
NaviPlan®Advicent Solutions
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
PCR - Aggregation & ReportingPrivate Client Resources
Personal Financial Index®OMYEN Corp.
Plan ConfidenceReddark Technologies Inc
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
Portfolio LabKwanti
Portfolio Pathway
PreciseFPnone
PrimaGuide PlusEnvestnet | PMC
ProcessComposer
Profiles?Advicent Solutions
ProTracker Advantage
ProTracker CloudProTracker Software Inc.
RedBlack Rebalance ExpressRedBlack Software
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare plannerOMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security CheckupOMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
Total Portfolio ExpertTRX
Total Rebalance ExpertTRX
tPortalTRX
Unified Wealth PlatformFiserv
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthStation Financial PlanningSunGard Financial Systems
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

88 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.