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
Featured
Featured
Featured
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
Advisors AssistantClient Marketing Systems Inc.
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
AssetBookNone
BARS - Billing and Reporting SolutionBaySys Technology LLC
ByAllAccounts Inc.Morningstar Inc.
CAIS
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
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.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionProfessionalDST Systems Inc.
Easy Money Power PlannerMoney Tree Software
Ebix CRM SmartOfficeEbix
Enterprise Retirement PlannerOMYEN Corp.
FDx SingleSightFolioDynamix
FinFolio Work StationFinFolio, Inc.
Global Stock Portfolios and StrategiesNapier Investment Advisors
Golden Years Cash FlowMoney Tree Software
HiddenLevers
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
Investor'sViewSunGard
InvestWorksInvestment Metrics LLC
IPS AdvisorProfi360 Inc.
Last Advisor
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
Motif Advisor
myStockOptions.commyStockOptions.com
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
Personal Financial Index®OMYEN Corp.
PlanMember Securities Corp.
PreciseFPnone
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
Registered Investment Compliance Advisor
Renaissance LMSQuest CE
RetirementView - ProfessionalTorrid Technologies
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
SCANalyticsAdvisoryWorld
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
Silver Financial PlannerMoney Tree Software
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleDriftScorecardTorrid Technologies Inc.
TalentObjects
TorridMobile Marketing AppsTorrid Technologies Inc.
TOTAL Planning SuiteMoney Tree Software
TradeWarrior SoftwareNone
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate
XLR8 for SalesforceConcenter Services
YCharts ProfessionalYCharts

89 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.