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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.

  @Tech Tweets

Jun 14 04:02PM
Davis Janowski
OMG http://t.co/XQjX1xWeOe
Jun 14 03:26PM
Davis Janowski
@ddjanowski and with that, a good weekend to all...unless you do not take the survey...ow.ly/m06kY

All Products

Name ▼Vendor
Featured
Advent Black Diamond Performance Reporting

Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry.

Featured
Envestnet Advisor Suite

Envestnet, Inc. (NYSE: ENV) is a leading provider of integrated wealth management software and services to financial advisors.

Featured
Total Rebalance Expert

TRX is the industry's leading independent portfolio rebalancing system. Find out how you can benefit from a patented, tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. www.trxpert.com

AARM AssetAnalyticsAARM Corp.
AARM AssetStar ReportsAARM Corp.
Accent LibrarianAccent Technologies Inc.
AccountQQuadron Data Solutions
Act4AdvisorsAct4Advisors
Adhesion Wealth Management PlatformAdhesion Wealth Advisor Solutions Inc.
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software Inc.
Advisor Proposal GeneratorAdvisoryWorld
Advisor WebsitesAdvisorWebsites.com
Advisors AssistantClient Marketing Systems Inc.
Albridge Sales Practice MonitoringAlbridge Solutions Inc.
Albridge Wealth ReportingAlbridge Solutions Inc.
AnnuitySpecs.comWink Inc.
AssetBookAssetBook
Atom AlignBlazePortfolio
Atom Align BlazePortfolio
Back Room TechnicianAdvisys Inc.
ByAllAccounts Inc.ByAllAccounts Inc.
Cabinet SAFECabinet
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchAppleton Group Wealth Management LLC
Communication DNADNA Behavior International
Complete Back Office Solutions for Independent AdvisorsBridgePortfolio Inc.
Compliance Console by TechmateTechmate LLC
Compliance ManagementNational Compliance Services Inc.
Compliance TrainingQuest CE
Consortium BD Forms & Research LibraryThe Consortium
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Form ADV 2 Brochure TemplateThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Consortium Written Supervisory Procedures & Code EthicsThe Consortium
Covered Call Investment ToolsBorn To Sell
DataProQuadron Data Solutions
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutons LLC
DST VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutionsEAI Information Systems Inc.
eFiduciary.netFCRC Apps LLC
eFileCabinet DesktopeFileCabinet Inc.
eFileCabinet OnlineeFileCabinet Inc.
ElevateCDSElevateCDS
eReportalDeckVarden Technologies Inc.
ETF Tools Suite Interactive Data
FDx SingleSightFolioDynamix
FDx SingleSightFolioDynamix
fi360 Toolkit for Advisorsfi360 Inc.
FIAnalystLiteTorrid Technologies, Inc.
Finect
FinFolio Work StationFinFolio
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors LLC
Grendel Online - Client Wealth CenterBig Brain Works LLC
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
inStreaminStream Solutions
Interactive Advisory Software (IAS) Solution 360Interactive Advisory Software LLC
Investigo SMARTDATABroadridge
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
iRebal, the Intelligent RebalancerThinkTech Inc.
Junxure ClientView LiveCRM Software Inc.
Living Benefit Rider CalculatorLBCalc LLC
LOANS! For .Net / FEES! For .NetBenedict Group Inc.
MacroRisk Analyticsc4cast.com Inc.
MaestroArtisan Software Inc.
Market-QInteractive Data
Market-Q MobileInteractive Data
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar OfficeMorningstar Inc.
Morningstar PrincipiaMorningstar Inc.
MyDoX Digital SignaturesSIGNiX Inc.
MyOffice Work PortalsiPrism Global Inc.
myStockOptions.commyStockPlan.com Inc.
NetDocumentsNetVoyage Corp.
Nirvana EnterpriseNirvana 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 Registration ServicesNational Regulatory Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Portfolio LabKwanti
Portfolio PathwayPortfolio Pathway
ProTracker AdvantageProTracker Software Inc.
ProTracker Business Continuity PlanProTracker Software Inc.
ProTracker CloudProTracker Software Inc.
ProTracker Compliance ManualProTracker Software Inc.
ProTracker Information Security ProgramProTracker Software Inc.
ProTracker Narrative Form ADV Part 2 TemplateProTracker Software Inc.
Questionnaire HubeBusinessware
RedtailRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
ReportQQuadron Data Solutions
Retirement Income Asset Manager by WHEELWHEEL
RetirementView - ProfessionalTorrid Technologies Inc.
RetirementView360Torrid Technologies Inc.
RIA Express - ADV Drafter
RIA Express - Compliance Manual Drafter
SalesPage CRM, Data Management and Sales Reporting SolutionsSalesPage Technologies LLC
Satuit PACSatuit Technologies Inc.
Satuit SecurePDFSatuit Technologies Inc.
SatuitCRMSatuit Technologies Inc.
Scan and Organize for ACT!Allied Financial Software Inc.
SCANalyticsAdvisoryWorld
Schwab OpenView Integrated OfficeSchwab Performance Technologies
Scivantage InvestorScivantage
SecureMail & Email EncryptionErado Message Control Solutions
Smarsh Electronic Message ArchivingSmarsh Inc.
SmartOfficeEbix
StatPro RevolutionStatPro Inc.
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleADVISORInforma Investment Solutions Inc.
StyleDriftScorecardTorrid Technologies Inc.
Sycamore Client ManagerSycamore Company
Sycamore Client, Compliance and Commission PlatformSycamore Company
TorridMobileTorrid Technologies Inc.
Total Advisor Back Office SolutionBridgePortfolio Inc.
TOTAL Planning SuiteMoney Tree Software Inc.
TotalViewAdvisor Exchange LLC
TradeWarriorTradeWarrior Inc.
Unified Wealth PlatformFiserv
VoyantaVoyanta
Wealth DesktopBroadridge
Wealth PlannerTMOMYEN Corp.
Wealth Portal 360Fusion Advisor
Wealthcare Unified Managed Household ProgramWealthcare Capital Management Inc.
WealthElementsEquiSoft Inc.
WealthServBlueSun Inc.
WealthSite ReportsWealthSite
WealthStationSunGard Data Systems Inc.
WealthStation Financial PlanningSunGard Data Systems Inc.
WealthTec SuiteWealthTec LLC
WealthTrace Retirement PlannerWealthTrace
XportProAdvisor Exchange LLC
XTRAC XTRAC Solutions

147 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.