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
Featured
Featured
Adhesion Wealth Management Platform
Advisor Websites
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Cheshire Wealth ManagerCheshire Software Inc.
DocuXplorer SoftwareArchive Power Systems Inc.
Financeware
FinFolio Work Station
FirstSouthwestNone
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client Wealth CenterBig Brain Works LLC
Interactive Advisory Software (IAS)
Investor'sViewSunGard
Junxure ClientView LiveJunxure
Morningstar Advisor WorkstationMorningstar Inc.
NRS ComplianceMAX Public Communications and Advertising Review Module
Portfolio Pathway
RebalNowMarketware International Inc.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance ReviewRIA Compliance Consultants
TradeWarrior Software
Unified Wealth PlatformFiserv
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
WealthBench/RiskManager
Wealthcare RIA Services
WealthElementsEquiSoft
WealthServ
WealthStationSunGard
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WebCalcs for Advisors
WINK
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

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.