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
ACS Compliance Risk ManagementAutomated Compliance Solutions
Adhesion Wealth Management Platform
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 Actimize Inc. (NICE Actimize)
Capital Markets Compliance 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
eMoney 360 Pro
Enterprise Retirement Planner?OMYEN Corp.
eReportal
Global Stock Portfolios and StrategiesNapier Investment Advisors
goalgamiProAdvisor Software
GoldMine Premium EditionFrontRange Solutions Inc.
GreenRope
Healthcare Cost Planner for LifetimeOMYEN Corp.
ICE (Integrated Capital Engine)AdvisoryWorld
iPM - Intelligent Portfolio ManagementINDATA
IPS AdvisorProfi360 Inc.
IPS AdvisorProfi360 Inc.
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
MoneyGuidePro
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
NaviPlan®Advicent Solutions
NCS Compliance Management
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS ComplianceMAX Audit Technology
NRS ComplianceMAX Continuing Education Module
NRS ComplianceMAX Public Communications and Advertising Review Module
NRS ComplianceMAX Rep Insight Module
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
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
PreciseFP
PrimaGuide PlusEnvestnet | PMC
ProcessComposer
Profiles?Advicent Solutions
ProTracker Advantage
ProTracker Cloud
RedBlack Rebalance ExpressRedBlack Software
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
Retiree Healthcare planner?OMYEN 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 Apps
TOTAL Planning SuiteMoney Tree Software
Total Portfolio ExpertTRX
tPortalTRX
Unified Wealth PlatformFiserv
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthStation Financial PlanningSunGard Financial Systems
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

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.