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
AllBackoffice Consulting
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
BARS - Billing and Reporting SolutionBaySys Technology LLC
Branch Audit Management ToolQuest CE
ByAllAccounts Inc.Morningstar Inc.
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
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
JunxureJunxure
Junxure ClientView LiveJunxure
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
PlanBuilder FinancialFinancial Planning Consultants Inc.
PlanMember Securities Corp.
ProTracker CloudProTracker Software Inc.
QuesttrakQuest CE
Quik! Transaction ManagerEfficient Technology Inc.
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.
TOTAL Planning SuiteMoney Tree Software
WealthTec SuiteWealthTec LLC

37 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.