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
Schwab PortfolioCenterSchwab Performance Technlogies
Advisor Websites
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Easy Money Power PlannerMoney Tree Software
Fidelity Wealth CentralFidelity Institutional Wealth Services
FinFolio Work StationFinFolio, Inc.
Golden Years Cash FlowMoney Tree Software
InvestWorksInvestment Metrics LLC
Junxure ClientView LiveJunxure
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
Portfolio Pathway
RetirementView - ProfessionalTorrid Technologies
RetirementView360 MarketingTorrid Technologies Inc.
RIA Express - Compliance ReviewRIA Compliance Consultants
Schwab Portfolio Rebalancer Charles Schwab & Co
Scivantage Wealth Management PlatformScivantage
TradeWarrior SoftwareNone
Wealth PlannerOMYEN Corp.
Wealth Portal 360Fusion Advisor
Wealthbox CRMWealthbox CRM
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec SuiteWealthTec LLC
WebCalcs for AdvisorsTorrid Technologies Inc.
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

34 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.