In a socially connected, always-on world, it has never been more important for firms to deliver differentiated and compelling customer experiences. Advisor CRM helps your various team members deliver amazing customer experiences.
Efficient portfolio management begins with disciplined and flexible portfolio construction. Whether you're using a passive or active management strategy, Advisor Rebalancing dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity.
Advisor View™ provides portfolio analysis, personal dashboards, customizable PDF performance reports and powerful billing capabilities. The included client portal engages clients online with dynamic portfolio reports and document vault for secure communications.
Advisor Xi is an integrated web-based platform designed specifically to address the needs of today's independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, portfolio rebalancing and trading software with an online client portal and an enterprise-level CRM.
|Envestnet Advisor Suite|
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value.
|Interactive Advisory Software (IAS) Solution 360|
Founded in 2001, Interactive Advisory Software provides the only fully integrated, web-based software-as-a-service (SaaS) comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers.
Junxure provides CRM technology, consulting and training to help advisors build their dream firm. With 96% client retention and more than 10,000 active users, Junxure CRM is a comprehensive, integrated solution designed exclusively for financial advisors.
|AccountQ||Quadron Data Solutions|
|Advent Custodial Data||Advent Software Inc.|
|Arkovi Social Media Archiving and Surveillance||RegEd|
|ByAllAccounts Inc.||ByAllAccounts Inc.|
|cloudRIA - RIA OS||cloudRIA|
|Communication DNA||DNA Behavior International|
|Complete Back Office Solutions for Independent Advisors||BridgePortfolio Inc.|
|Consortium BD Forms & Research Library||The Consortium|
|Consortium Business Continuity Plan (BCP) / Disaster Recovery Plan||The Consortium|
|Consortium Form ADV 2 Brochure Template||The Consortium|
|Consortium RIA Forms & Research Library||The Consortium|
|Consortium RIA Self-Audit Kit||The Consortium|
|Consortium Written Supervisory Procedures & Code Ethics||The Consortium|
|Docupace ePACS||Docupace Technologies LLC|
|DocuXplorer Software||Archive Power Systems Inc.|
|DonorFirst for Financial Institutions||Crown Philanthropic Solutons LLC|
|EAI Platinum Back Office solutions||EAI Information Systems Inc.|
|eFiduciary.net||FCRC Apps LLC|
|ETF Tools Suite||Interactive Data|
|Junxure ClientView Live||CRM Software Inc.|
|Living Benefit Rider Calculator||LBCalc LLC|
|MCP Premium Basic||Torrid Technologies Inc.|
|MCP Premium Pro||Torrid Technologies Inc.|
|MyDoX Digital Signatures||SIGNiX Inc.|
|NaviPro Suite (NaviPlan and Profiles)||Zywave|
|NRS ComplianceGuardian||National Regulatory Services|
|NRS ComplianceGuardian Form ADV Architect Module||National Regulatory Services|
|NRS ComplianceGuardian Outside Business Activities Module||National Regulatory Services|
|NRS ComplianceGuardian Policy Architect Module||National Regulatory Services|
|NRS ComplianceGuardian RepTracker||National Regulatory Services|
|PlanBuilder Financial||Financial Planning Consultants Inc.|
|ProTracker Business Continuity Plan||ProTracker Software Inc.|
|ProTracker Cloud||ProTracker Software Inc.|
|ProTracker Compliance Manual||ProTracker Software Inc.|
|ProTracker Information Security Program||ProTracker Software Inc.|
|RIA Express - Compliance Manual Drafter|
|Satuit PAC||Satuit Technologies Inc.|
|Satuit SecurePDF||Satuit Technologies Inc.|
|SatuitCRM||Satuit Technologies Inc.|
|SecureMail & Email Encryption||Erado Message Control Solutions|
|StatPro Revolution||StatPro Inc.|
|Total Advisor Back Office Solution||BridgePortfolio Inc.|
|TOTAL Planning Suite||Money Tree Software Inc.|
|Unified Wealth Platform||Fiserv|
|Wealthcare Unified Managed Household Program||Wealthcare Capital Management Inc.|
|WealthTec Suite||WealthTec LLC|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INfirstname.lastname@example.org.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or email@example.com.