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
AllBackoffice Consulting
AnnuitySpecsWink Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
blueleafBlueleaf Wealth Inc.
Branch Audit Management ToolQuest CE
ByAllAccounts Inc.Morningstar Inc.
CODE Regulatory Change ManagementRegEd
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
Docupace ePACSDocupace Technologies
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
GainfullyGainfully
JunxureJunxure
Junxure ClientView LiveJunxure
MoneyGuideProPIETech Inc.
Nest Egg GuruNest Egg Guru
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 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
Patrina Compliance SuitePatrina Corporation
Patrina Compliant Data Capture + ArchivingPatrina Corporation
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
ProTracker CloudProTracker Software Inc.
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
Real Estate Investment FundStallion Capital Management
RetireUp
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
SatuitCRMSatuit Technologies
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
TOTAL Planning SuiteMoney Tree Software
Trusted WealthTrusted Wealth
WealthTec SuiteWealthTec LLC

51 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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.