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
AccountQQuadron Data Solutions
Advent Custodial DataAdvent Software Inc.
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Arkovi Social Media Archiving and Surveillance
BARS - Billing and Reporting SolutionBaySys Technology LLC
BridgePortfolio Complete Back Office Solution for Independent Advisors
ByAllAccounts Inc.Morningstar Inc.
cloudRIA - RIA OScloudRIA
Communication DNADNA Behavior International
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
Docupace ePACS
DocuXplorer SoftwareArchive Power Systems Inc.
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
EAI Platinum Back Office solutions
ETF Tools Suite Interactive Data
GoldMine Premium EditionFrontRange Solutions Inc.
Junxure ClientView LiveJunxure
Living Benefit Rider Calculator
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
NaviPro Suite (NaviPlan and Profiles)
NRS ComplianceGuardian
NRS ComplianceGuardian Form ADV Architect Module
NRS ComplianceGuardian Outside Business Activities Module
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceGuardian RepTracker
PlanBuilder FinancialFinancial Planning Consultants Inc.
PrimaGuide PlusEnvestnet | PMC
ProTracker Cloud
Questionnaire Hub
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
Satuit PAC
Satuit SecurePDF
SatuitCRMSatuit Technologies
SecureMail & Email Encryption, Elements Compliance PlatformErado
StatPro Revolution
Total Advisor Back Office Solution
TOTAL Planning SuiteMoney Tree Software
Unified Wealth PlatformFiserv
WealthTec Suite

53 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.