|Advent Black Diamond Performance Reporting|
Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry.
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.
AdvisoryWorld provides Portfolio Analytics and Investment Planning, Proposal Generation, Hypothetical Illustrations and Financial Planning Software Apps, Reports and Professional Services to investment professionals.
|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.
|Investigo Smart Data |
Investigo Smart Data provides broker-dealers and advisors access to consolidated data and reporting from thousands of sources including insurance, brokerage, mutual funds and more - creating a unified view of client financial holdings.
|Orion Advisor Services|
Orion Advisor Services, LLC empowers advisors with a comprehensive portfolio accounting service bureau that liberates you from your back office allowing more time to build client relationships. Orion offers the customization, integration and scale you need to build a better business and enjoy your business again.
|Advent Axys||Advent Software Inc.|
|Advent Custodial Data||Advent Software Inc.|
|Advent Portfolio Exchange||Advent Software Inc.|
|Advisor Proposal Generator||AdvisoryWorld|
|AdvisorDesk IVP||National Advisors Trust Co. FSB|
|AdvisorQ||Quadron Data Solutions|
|Advisors Assistant||Client Marketing Systems Inc.|
|AdvisorWorks||Netherby Advisors LLC|
|AppCrown (Salesforce.com overlay)||AppCrown LLC|
|Arkovi Social Media Archiving and Surveillance||RegEd|
|Complete Back Office Solutions for Independent Advisors||BridgePortfolio Inc.|
|Consortium Business Continuity Plan (BCP) / Disaster Recovery Plan||The Consortium|
|Consortium Form ADV 2 Brochure Template||The Consortium|
|Consortium Written Supervisory Procedures & Code Ethics||The Consortium|
|Covered Call Investment Tools||Born To Sell|
|DST Vision||DST Systems Inc.|
|DST VisionProfessional||DST Systems Inc.|
|fi360 Toolkit for Advisors||fi360 Inc.|
|Global Relay Archive||Global Relay|
|Income Discovery||Fiducioso Advisors Inc.|
|Investor/Advisor/Estate Dashboard||Wealth Access Inc.|
|IPS AdvisorPro||BLIPS Partners LLC|
|Junxure ClientView Live||CRM Software Inc.|
|Living Benefit Rider Calculator||LBCalc LLC|
|Morningstar Advisor Workstation||Morningstar Inc.|
|MyVest Strategic Portfolio System||MyVest|
|NaviPro Suite (NaviPlan and Profiles)||Zywave|
|Nirvana Enterprise||Nirvana Solutions|
|NRS ComplianceGuardian Form ADV Architect Module||National Regulatory Services|
|NRS ComplianceGuardian Outside Business Activities Module||National Regulatory Services|
|NRS Registration Services||National Regulatory Services|
|ProTracker Advantage||ProTracker Software Inc.|
|ProTracker Narrative Form ADV Part 2 Template||ProTracker Software Inc.|
|RetirementView - Professional||Torrid Technologies Inc.|
|RetirementView360||Torrid Technologies Inc.|
|RIA Express - ADV Drafter|
|RIA Express - Compliance Review|
|Schwab OpenView Integrated Office||Schwab Performance Technologies|
|Silver Financial Planner/Silver Online||Money Tree Software Inc.|
|Smarsh Electronic Message Archiving||Smarsh Inc.|
|StatPro Revolution||StatPro Inc.|
|StyleADVISOR||Informa Investment Solutions Inc.|
|Total Advisor Back Office Solution||BridgePortfolio Inc.|
|TotalView||Advisor Exchange LLC|
|WebCalcs for Advisors||Torrid Technologies Inc.|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INemail@example.com.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or firstname.lastname@example.org.