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 AssetAnalytics
AARM AssetStar Reports
Accent Librarian
AccountQQuadron Data Solutions
Act4AdvisorsAllied Financial Software Inc.
Adhesion Wealth Management Platform
Advent AxysAdvent Software Inc.
Advent Custodial DataAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
Advisors AssistantClient Marketing Systems Inc.
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
AssetBook
Atom AlignBlazePortfolio
Back Room TechnicianAdvisys
BARS - Billing and Reporting SolutionBaySys Technology LLC
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
Cabinet SAFE
Cheshire Wealth ManagerCheshire Software Inc.
clearTREND ResearchThe Appleton Group
Communication DNADNA Behavior International
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
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 Policies Procedures & Code EthicsThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Consortium RIA Self-Audit KitThe Consortium
Covered Call Investment ToolsBorn To Sell
DataProQuadron Data Solutions
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
DST VisionDST Systems Inc.
DST VisionProfessionalDST Systems Inc.
EAI Platinum Back Office solutions
eFiduciary.net
eFileCabinet
eFileCabinet Desktop
ElevateCDS
eReportal
ETF Tools Suite Interactive Data
FDx SingleSight
FDx SingleSightFolioDynamix
fi360 Toolkit for Advisors
FIAnalystLiteTorrid Technologies
Finect
FinFolio Work Station
Firm Element Training and TrackingQuest CE
Global Stock Portfolios and StrategiesNapier Investment Advisors
GoldMine Premium EditionFrontRange Solutions Inc.
Grendel Online - Client Wealth CenterBig Brain Works LLC
HedgeACT/ClearVest
ICE (Integrated Capital Engine)AdvisoryWorld
inStreaminStream Solutions
Interactive Advisory Software (IAS)
Investor/Advisor/Estate DashboardWealth Access Inc.
iPM - Intelligent Portfolio ManagementINDATA
iRebal, the Intelligent Rebalancer
Junxure ClientView LiveJunxure
Living Benefit Rider Calculator
LOANS! For .Net / FEES! For .Net / Settlements! For .Net / EdLOANS! For .Net
MacroRisk Analytics
MaestroArtisan Software Inc.
Market-QInteractive Data
Market-Q MobileInteractive Data
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
Morningstar OfficeMorningstar Inc.
MyOffice Work Portals
myStockOptions.commyStockOptions.com
MyVest Strategic Portfolio SystemMyVest
NaviPro Suite (NaviPlan and Profiles)
NCS Compliance Management
NetDocuments
Nirvana Enterprise
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
NRS Registration Services
PARis; Performance Analysis & Reporting Information SystemInvestment Metrics LLC
PCR - Aggregation & ReportingPrivate Client Resources
Portfolio LabKwanti
Portfolio Pathway
ProTracker Advantage
ProTracker Cloud
Questionnaire Hub
Redtail CRMRedtail Technology
Redtail E-mailRedtail Technology
Redtail ImagingRedtail Technology
RepertoireArtisan Software Inc.
ReportCheckJohn Norwood Consulting LLC
ReportQ
Retirement Income Asset Manager by WHEEL
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
SalesPage Data Management Sales Reporting and CRM
Satuit PAC
Satuit SecurePDF
SatuitCRMSatuit Technologies
Scan and Organize for ACT!Act4Advisors
Schwab OpenView Integrated Office
Scivantage Investor
SecureMail & Email Encryption, Elements Compliance PlatformErado
Smarsh Electronic Message Archiving
StatPro Revolution
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
StyleADVISOR
StyleDriftScorecard
Sycamore Client Manager
Sycamore Client, Compliance and Commission Platform
TorridMobile Marketing Apps
Total Advisor Back Office Solution
TOTAL Planning SuiteMoney Tree Software
TotalView
TradeWarrior Software
Unified Wealth PlatformFiserv
Voyanta
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthSite Reports
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WealthTrace Retirement Planner
XportPro
XTRAC XTRAC Solutions

143 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.